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
251
$263K 0.05%
2,364
252
$261K 0.05%
884
253
$259K 0.05%
1,789
254
$259K 0.05%
6,370
255
$254K 0.05%
2,666
256
$254K 0.05%
4,913
257
$252K 0.05%
4,899
258
$251K 0.05%
3,097
259
$248K 0.05%
2,437
260
$247K 0.05%
10,004
261
$247K 0.05%
11,590
262
$243K 0.05%
5,542
263
$242K 0.05%
1,533
-3,066
264
$240K 0.04%
3,098
265
$240K 0.04%
2,176
266
$239K 0.04%
14,339
267
$237K 0.04%
1,607
268
$235K 0.04%
6,493
269
$232K 0.04%
2,606
270
$231K 0.04%
6,363
271
$230K 0.04%
9,660
272
$230K 0.04%
3,265
273
$229K 0.04%
1,061
274
$229K 0.04%
2,957
275
$226K 0.04%
8,676
9 10
11
12 13