HAS

HBW Advisory Services Portfolio holdings

AUM $949M
1-Year Est. Return 19.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$974M
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.48M
3
+$2.42M
4
META icon
Meta Platforms (Facebook)
META
+$2.31M
5
AAPL icon
Apple
AAPL
+$1.83M

Top Sells

1
+$1.93M
2
+$1.38M
3
+$1.37M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.21M
5
GMAR icon
FT Vest US Equity Moderate Buffer ETF March
GMAR
+$1.17M

Sector Composition

1 Technology 4.83%
2 Consumer Discretionary 3.98%
3 Communication Services 3.82%
4 Financials 2.47%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
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