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
$181M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$9.71M
2
+$8.63M
3
+$7.02M
4
C icon
Citigroup
C
+$6.46M
5
BAC icon
Bank of America
BAC
+$6.13M

Sector Composition

1 Healthcare 16.56%
2 Energy 16.19%
3 Technology 12.73%
4 Consumer Discretionary 9.43%
5 Communication Services 8.34%
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