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
$216M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.3M
2
+$9.28M
3
+$9.25M
4
AAPL icon
Apple
AAPL
+$8.65M
5
T icon
AT&T
T
+$6.69M

Sector Composition

1 Technology 17.9%
2 Healthcare 12.95%
3 Consumer Staples 11.87%
4 Financials 9.18%
5 Industrials 8.55%
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