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
Stryker
SYK
$138B
| – | – |
-116
|
|
||
452
Twilio
TWLO
$18.4B
| – | – |
-1,897
|
|
||
453
Vanguard Global ex-US Real Estate ETF
VNQI
$3.64B
| – | – |
-4,422
|
|
||
454
Vanguard Mid-Cap Growth ETF
VOT
$18.4B
| – | – |
-790
|
|
||
455
Vanguard FTSE Pacific ETF
VPL
$8.9B
| – | – |
-2,494
|
|