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
$165M
AUM Growth
+$401K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$649K
3
+$214K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$211K
5
AMZN icon
Amazon
AMZN
+$208K

Top Sells

1
+$2.24M
2
+$1.28M
3
+$720K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$579K
5
VUG icon
Vanguard Growth ETF
VUG
+$501K

Sector Composition

1 Technology 4.54%
2 Energy 2.46%
3 Healthcare 1.58%
4 Consumer Staples 1.58%
5 Consumer Discretionary 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$776K 0.47%
7,662
-1,185
27
$753K 0.46%
4,727
-765
28
$640K 0.39%
3,510
+33
29
$638K 0.39%
23,220
-764
30
$638K 0.39%
4,288
+109
31
$618K 0.37%
8,637
-65
32
$617K 0.37%
3,021
-522
33
$600K 0.36%
11,479
-158
34
$595K 0.36%
21,994
-2,413
35
$543K 0.33%
5,804
+9
36
$543K 0.33%
11,285
-3,460
37
$509K 0.31%
3,372
+3
38
$499K 0.3%
2,044
-256
39
$450K 0.27%
1,099
+96
40
$431K 0.26%
8,621
-278
41
$425K 0.26%
8,717
42
$420K 0.26%
8,547
-279
43
$409K 0.25%
3,881
+950
44
$400K 0.24%
7,890
+159
45
$376K 0.23%
4,870
-47
46
$375K 0.23%
1,269
+2
47
$331K 0.2%
6,768
-591
48
$328K 0.2%
11,800
-2,550
49
$324K 0.2%
3,047
-522
50
$320K 0.19%
3,057
-203
1
2
3