HWM

Holloway Wealth Management Portfolio holdings

AUM $350M
1-Year Est. Return 10.16%
This Quarter Est. Return
1 Year Est. Return
+10.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.11M
2
+$7.98M
3
+$7.27M
4
AAPL icon
Apple
AAPL
+$7.06M
5
KMI icon
Kinder Morgan
KMI
+$6.46M

Sector Composition

1 Healthcare 21.02%
2 Energy 12.78%
3 Communication Services 9.86%
4 Technology 9.66%
5 Consumer Discretionary 8.47%
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