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
$889M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.03M
3
+$3.88M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.81M

Top Sells

1
+$5.29M
2
+$4.27M
3
+$2.89M
4
ILDR icon
First Trust Innovation Leaders ETF
ILDR
+$2.7M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.44M

Sector Composition

1 Technology 8.03%
2 Communication Services 4.95%
3 Consumer Discretionary 4.19%
4 Financials 3.45%
5 Healthcare 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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