HAS

HBW Advisory Services Portfolio holdings

AUM $949M
1-Year Est. Return 19.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$7.31M
3
+$5.76M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.9M
5
LMT icon
Lockheed Martin
LMT
+$3.41M

Top Sells

1
+$5.04M
2
+$4.54M
3
+$3.68M
4
INGR icon
Ingredion
INGR
+$3.18M
5
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$2.69M

Sector Composition

1 Technology 6.39%
2 Consumer Discretionary 5.84%
3 Healthcare 4.54%
4 Consumer Staples 3.89%
5 Communication Services 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
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