HAS

HBW Advisory Services Portfolio holdings

AUM $889M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
+15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.7K

Top Sells

1
+$484K

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 5.34%
3 Communication Services 4.64%
4 Healthcare 3.56%
5 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$526K 0.1%
20,940
177
$525K 0.1%
28,394
178
$522K 0.1%
10,830
179
$521K 0.1%
10,379
180
$520K 0.1%
15,451
181
$505K 0.09%
3,692
182
$505K 0.09%
13,844
183
$483K 0.09%
12,906
184
$479K 0.09%
10,262
185
$456K 0.09%
8,437
186
$439K 0.08%
2,298
187
$427K 0.08%
8,356
188
$422K 0.08%
5,478
189
$416K 0.08%
9,315
190
$410K 0.08%
1,863
191
$409K 0.08%
9,268
192
$399K 0.07%
14,110
193
$396K 0.07%
8,686
194
$395K 0.07%
3,038
195
$389K 0.07%
7,573
196
$386K 0.07%
4,796
197
$380K 0.07%
1,732
198
$380K 0.07%
652
199
$378K 0.07%
2,410
200
$375K 0.07%
7,428
6 7
8
9 10