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
$194M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$11.4M
2
+$9.46M
3
+$8.34M
4
BAC icon
Bank of America
BAC
+$7.4M
5
C icon
Citigroup
C
+$6.85M

Sector Composition

1 Healthcare 18.5%
2 Technology 16.38%
3 Energy 15.28%
4 Consumer Discretionary 8.18%
5 Financials 6.55%
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