HAS
HBW Advisory Services Portfolio holdings
AUM
$889M
1-Year Est. Return
15.62%
1 Year Est. Return
+15.62%
AUM
$889M
AUM Growth
+$77.6M
(+9.6%)
Holding
455
Top Buys
| 1 | +$5.07M | |
| 2 | +$4.05M | |
| 3 | +$3.95M | |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$3.25M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.91M |
Top Sells
| 1 | +$5.29M | |
| 2 | +$4.43M | |
| 3 | +$2.91M | |
| 4 |
First Trust Innovation Leaders ETF
ILDR
|
+$2.86M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.46M |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Invesco Active US Real Estate Fund
PSR
$52.1M
| – | – |
-8,577
|
|
||
452
Royal Caribbean
RCL
$72.6B
| – | – |
-660
|
|
||
453
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.93B
| – | – |
-7,083
|
|
||
454
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
| – | – |
-12,425
|
|
||
455
Stryker
SYK
$142B
| – | – |
-116
|
|