HAS
HBW Advisory Services Portfolio holdings
AUM
$811M
1-Year Return
14.34%
This Quarter Return
-2.1%
1 Year Return
+14.34%
3 Year Return
+44.44%
5 Year Return
+70.68%
10 Year Return
–
AUM
$703M
AUM Growth
-$271M
(-28%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
29.93%
Holding
428
New
53
Increased
182
Reduced
137
Closed
42
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$2.22M |
| 2 |
J.M. Smucker
SJM
|
+$2.2M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.18M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.98M |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$1.97M |
Top Sells
Sector Composition
| 1 | Technology | 5.69% |
| 2 | Communication Services | 5.11% |
| 3 | Consumer Discretionary | 4.75% |
| 4 | Financials | 3.68% |
| 5 | Consumer Staples | 3.67% |
