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
$181M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$448K
3
+$298K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$217K

Top Sells

1
+$774K
2
+$698K
3
+$296K
4
SE icon
Sea Limited
SE
+$286K
5
CVX icon
Chevron
CVX
+$275K

Sector Composition

1 Technology 4.86%
2 Energy 1.98%
3 Healthcare 1.89%
4 Consumer Staples 1.3%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$860K 0.48%
2,876
-250
27
$828K 0.46%
3,428
+1
28
$815K 0.45%
26,125
-2,191
29
$789K 0.44%
14,745
30
$761K 0.42%
7,279
+51
31
$751K 0.42%
24,319
+4,187
32
$749K 0.41%
8,781
+10
33
$743K 0.41%
14,437
-32
34
$733K 0.41%
2,400
+2
35
$717K 0.4%
5,295
+4
36
$646K 0.36%
3,946
+6
37
$612K 0.34%
3,523
38
$582K 0.32%
3,350
+3
39
$560K 0.31%
9,363
+199
40
$542K 0.3%
5,046
-52
41
$535K 0.3%
3,220
-320
42
$510K 0.28%
1,074
+2
43
$507K 0.28%
9,183
-764
44
$494K 0.27%
8,648
+189
45
$478K 0.26%
1,151
+1
46
$437K 0.24%
9,069
-324
47
$435K 0.24%
3,552
+8
48
$372K 0.21%
12,640
-120
49
$354K 0.2%
2,386
+5
50
$349K 0.19%
4,439
-15
1
2
3