HAS

HBW Advisory Services Portfolio holdings

AUM $889M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.7K

Top Sells

1
+$484K

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 5.34%
3 Communication Services 4.64%
4 Healthcare 3.56%
5 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$318K 0.06%
2,234
227
$316K 0.06%
15,680
228
$311K 0.06%
534
229
$310K 0.06%
5,343
230
$310K 0.06%
633
231
$308K 0.06%
5,232
232
$305K 0.06%
1,121
233
$302K 0.06%
10,655
234
$302K 0.06%
7,444
235
$299K 0.06%
1,903
236
$297K 0.06%
2,231
237
$293K 0.05%
1,991
238
$290K 0.05%
3,086
239
$289K 0.05%
3,104
240
$288K 0.05%
20,861
241
$285K 0.05%
432
242
$282K 0.05%
6,079
243
$278K 0.05%
11,558
244
$276K 0.05%
14,504
245
$274K 0.05%
4,456
246
$272K 0.05%
2,717
247
$269K 0.05%
564
248
$268K 0.05%
2,624
249
$266K 0.05%
9,233
250
$265K 0.05%
3,558
8 9
10
11 12