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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
-4.31%
1 Year Est. Return
+19.53%
3 Year Est. Return
+47.86%
5 Year Est. Return
+46.75%
10 Year Est. Return
–
AUM
$284M
AUM Growth
-$144M
(-34%)
Cap. Flow
-$121M
Cap. Flow
% of AUM
-42.44%
Top 10 Holdings %
Top 10 Hldgs %
26%
Holding
281
New
23
Increased
86
Reduced
104
Closed
61
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.18M |
| 2 |
Comcast
CMCSA
|
+$1.84M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.81M |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$1.77M |
| 5 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$1.71M |
Top Sells
| 1 |
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
|
+$8.34M |
| 2 |
Goldman Sachs Innovate Equity ETF
GINN
|
+$6.37M |
| 3 |
Global X Cloud Computing ETF
CLOU
|
+$4.66M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$4.45M |
| 5 |
McDonald's
MCD
|
+$4.16M |
Sector Composition
| 1 | Technology | 7.02% |
| 2 | Healthcare | 4.78% |
| 3 | Consumer Discretionary | 4.35% |
| 4 | Communication Services | 3.88% |
| 5 | Consumer Staples | 3.65% |
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