HAS
HBW Advisory Services Portfolio holdings
AUM
$811M
1-Year Return
14.34%
This Quarter Return
+6.35%
1 Year Return
+14.34%
3 Year Return
+44.44%
5 Year Return
+70.68%
10 Year Return
–
AUM
$534M
AUM Growth
+$0
(0%)
Cap. Flow
-$477K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
303
New
–
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
GOEV
Canoo Inc. Class A Common Stock
GOEV
|
$6.7K |
Top Sells
| 1 |
Walmart
WMT
|
$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% |
