HWM

Holloway Wealth Management Portfolio holdings

AUM $350M
1-Year Est. Return 10.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.86M
2
+$2.73M
3
+$240K
4
RAI
Reynolds American Inc
RAI
+$119K
5
CCP
Care Capital Properties, Inc.
CCP
+$32K

Sector Composition

1 Healthcare 17.99%
2 Energy 16.15%
3 Technology 11.52%
4 Consumer Discretionary 9.42%
5 Communication Services 8.66%
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