HAS
HBW Advisory Services Portfolio holdings
AUM
$811M
1-Year Return
14.34%
This Quarter Return
+6.41%
1 Year Return
+14.34%
3 Year Return
+44.44%
5 Year Return
+70.68%
10 Year Return
–
AUM
$171M
AUM Growth
+$66.8M
(+64%)
Cap. Flow
+$57M
Cap. Flow
% of AUM
33.26%
Top 10 Holdings %
Top 10 Hldgs %
28.12%
Holding
148
New
88
Increased
38
Reduced
14
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.49M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
$4.15M |
| 3 |
Boston Properties
BXP
|
$4M |
| 4 |
Apple
AAPL
|
$3.89M |
| 5 |
First Trust Horizon Managed Volatility Domestic ETF
HUSV
|
$2.78M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 8.02% |
| 2 | Technology | 6.97% |
| 3 | Communication Services | 6.63% |
| 4 | Financials | 5.17% |
| 5 | Healthcare | 5% |
