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
$156M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$215K
3
+$211K
4
JPM icon
JPMorgan Chase
JPM
+$202K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$200K

Top Sells

1
+$480K
2
+$399K
3
+$220K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$161K

Sector Composition

1 Technology 4.18%
2 Energy 2.53%
3 Healthcare 1.95%
4 Consumer Staples 1.34%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$878K 0.56%
11,207
+71
27
$876K 0.56%
9,000
-1,003
28
$826K 0.53%
14,745
29
$810K 0.52%
14,040
-3,540
30
$773K 0.5%
3,026
31
$772K 0.5%
14,923
-710
32
$746K 0.48%
7,401
+12
33
$702K 0.45%
3,399
-49
34
$582K 0.37%
2,395
+2
35
$580K 0.37%
10,155
+175
36
$566K 0.36%
5,231
+32
37
$559K 0.36%
5,180
+41
38
$559K 0.36%
8,678
+315
39
$546K 0.35%
3,540
+500
40
$532K 0.34%
3,928
+6
41
$504K 0.32%
3,566
-132
42
$476K 0.31%
8,187
+56
43
$459K 0.3%
8,572
-435
44
$441K 0.28%
3,324
+3
45
$423K 0.27%
1,068
-80
46
$406K 0.26%
8,976
+174
47
$387K 0.25%
3,538
+3
48
$382K 0.25%
2,374
+63
49
$372K 0.24%
1,220
+2
50
$360K 0.23%
15,746
+606
1
2
3