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
$461M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$3.2M
3
+$1.98M
4
DIS icon
Walt Disney
DIS
+$1.9M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.88M

Top Sells

1
+$3.59M
2
+$2.94M
3
+$2.15M
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$1.78M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.52M

Sector Composition

1 Technology 8.25%
2 Consumer Discretionary 4.92%
3 Communication Services 4.72%
4 Healthcare 4.64%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
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