HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$227M
This Quarter Return
+10.34%
1 Year Return
+14.44%
3 Year Return
+49.18%
5 Year Return
+85.77%
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+15%)
Cap. Flow
+$6.11M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
74.22%
Holding
67
New
9
Increased
34
Reduced
20
Closed
2
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$4.39M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$486K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$415K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$351K |
| 5 |
Vanguard Value ETF
VTV
|
$346K |
Top Sells
Sector Composition
| 1 | Technology | 3.97% |
| 2 | Energy | 2.83% |
| 3 | Healthcare | 1.93% |
| 4 | Consumer Staples | 1.65% |
| 5 | Consumer Discretionary | 1.36% |
