HSWM

Hubbell Strickland Wealth Management Portfolio holdings

AUM $243M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$12.9M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.28M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.19%
2 Technology 3.83%
3 Healthcare 1.89%
4 Consumer Staples 1.69%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$669K 0.58%
+17,460
27
$640K 0.55%
+3,078
28
$597K 0.52%
+10,660
29
$589K 0.51%
+10,018
30
$554K 0.48%
+9,900
31
$540K 0.47%
+13,805
32
$526K 0.46%
+4,226
33
$520K 0.45%
+3,792
34
$511K 0.44%
+64,634
35
$488K 0.42%
+7,770
36
$486K 0.42%
+9,909
37
$464K 0.4%
+1,565
38
$462K 0.4%
+10,025
39
$411K 0.36%
+4,631
40
$407K 0.35%
+17,114
41
$375K 0.32%
+4,958
42
$364K 0.32%
+2,647
43
$356K 0.31%
+6,814
44
$350K 0.3%
+1,510
45
$344K 0.3%
+3,834
46
$324K 0.28%
+8,199
47
$316K 0.27%
+2,794
48
$313K 0.27%
+3,939
49
$300K 0.26%
+1,399
50
$281K 0.24%
+6,977
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