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
$284M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.98M
3
+$1.92M
4
CMCSA icon
Comcast
CMCSA
+$1.79M
5
DG icon
Dollar General
DG
+$1.67M

Top Sells

1
+$8.11M
2
+$6.37M
3
+$4.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.54M
5
MCD icon
McDonald's
MCD
+$4.13M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.78%
3 Consumer Discretionary 4.35%
4 Communication Services 3.88%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
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