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HAS
HBW Advisory Services Portfolio holdings
AUM
$949M
1-Year Est. Return
19.53%
This Fund
S&P 500
This Quarter
Est. Return
+3.44%
1 Year Est. Return
+19.53%
3 Year Est. Return
+47.86%
5 Year Est. Return
+46.75%
10 Year Est. Return
–
AUM
$375M
AUM Growth
+$46.5M
(+14%)
Cap. Flow
+$37.8M
Cap. Flow
% of AUM
10.09%
Top 10 Holdings %
Top 10 Hldgs %
21.08%
Holding
271
New
51
Increased
110
Reduced
74
Closed
31
Top Buys
| 1 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$7.78M |
| 2 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$7.31M |
| 3 |
Goldman Sachs Innovate Equity ETF
GINN
|
+$5.76M |
| 4 |
ARK Innovation ETF
ARKK
|
+$3.9M |
| 5 |
Lockheed Martin
LMT
|
+$3.41M |
Top Sells
| 1 |
Fidelity MSCI Industrials Index ETF
FIDU
|
+$5.04M |
| 2 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$4.54M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
+$3.68M |
| 4 |
Ingredion
INGR
|
+$3.18M |
| 5 |
Fidelity MSCI Communication Services Index ETF
FCOM
|
+$2.69M |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Consumer Discretionary | 5.84% |
| 3 | Healthcare | 4.54% |
| 4 | Consumer Staples | 3.89% |
| 5 | Communication Services | 3.34% |
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