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
$184M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$93K
2
+$85K
3
+$84K
4
DVY icon
iShares Select Dividend ETF
DVY
+$69K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65K

Sector Composition

1 Healthcare 18.42%
2 Technology 15.02%
3 Energy 14.16%
4 Consumer Discretionary 8.95%
5 Communication Services 7.77%
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