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
201
$374K 0.07%
10,265
202
$373K 0.07%
13,451
203
$368K 0.07%
2,477
204
$367K 0.07%
615
205
$365K 0.07%
1,430
206
$364K 0.07%
449
207
$363K 0.07%
14,608
208
$362K 0.07%
15,665
209
$362K 0.07%
1,394
210
$361K 0.07%
3,772
211
$357K 0.07%
2,279
212
$354K 0.07%
4,544
213
$351K 0.07%
12,366
214
$349K 0.07%
6,525
215
$347K 0.06%
16,777
216
$346K 0.06%
1,924
217
$346K 0.06%
11,155
218
$345K 0.06%
2,130
219
$344K 0.06%
6,555
220
$341K 0.06%
4,154
221
$337K 0.06%
2,286
222
$327K 0.06%
2,814
223
$323K 0.06%
1,045
224
$322K 0.06%
4,215
225
$321K 0.06%
5,073
7 8
9
10 11