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
$230M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$11.7M
2
+$10.8M
3
+$10.4M
4
TSM icon
TSMC
TSM
+$7.48M
5
PG icon
Procter & Gamble
PG
+$6.86M

Sector Composition

1 Consumer Staples 12.73%
2 Healthcare 12.39%
3 Technology 10.44%
4 Financials 9.71%
5 Industrials 9.05%
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