HAS
HBW Advisory Services Portfolio holdings
AUM
$811M
1-Year Return
14.34%
This Quarter Return
-2.09%
1 Year Return
+14.34%
3 Year Return
+44.44%
5 Year Return
+70.68%
10 Year Return
–
AUM
$386M
AUM Growth
+$6.53M
(+1.7%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
22.44%
Holding
275
New
29
Increased
131
Reduced
73
Closed
30
Top Buys
Top Sells
| 1 |
SPDR S&P Transportation ETF
XTN
|
$2.69M |
| 2 |
Vanguard Industrials ETF
VIS
|
$2.65M |
| 3 |
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
$2.38M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$2.32M |
| 5 |
First Trust Emerging Markets Local Currency Bond ETF
FEMB
|
$1.93M |
Sector Composition
| 1 | Consumer Discretionary | 7% |
| 2 | Technology | 6.78% |
| 3 | Healthcare | 4.88% |
| 4 | Consumer Staples | 3.88% |
| 5 | Communication Services | 3.81% |
