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
$811M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$4.01M
3 +$3.43M
4
NVDA icon
NVIDIA
NVDA
+$3.21M
5
APP icon
Applovin
APP
+$3.02M

Top Sells

1 +$2.56M
2 +$2.5M
3 +$2.23M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.77M
5
NFLX icon
Netflix
NFLX
+$1.49M

Sector Composition

1 Technology 7.81%
2 Communication Services 4.91%
3 Consumer Discretionary 4.43%
4 Financials 3.47%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CIFRW icon
426
Cipher Mining Warrant
CIFRW
$3.74B
-28,000
BKUI icon
427
BNY Mellon Ultra Short Income ETF
BKUI
$224M
-792
BFLY.WS icon
428
Butterfly Network Inc Warrants
BFLY.WS
$8.7M
-13,251