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
$183M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$223K
3
+$217K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$209K

Top Sells

1
+$163K
2
+$153K
3
+$144K
4
PEP icon
PepsiCo
PEP
+$117K
5
PG icon
Procter & Gamble
PG
+$102K

Sector Composition

1 Technology 4.62%
2 Energy 2.1%
3 Consumer Discretionary 1.42%
4 Healthcare 1.33%
5 Consumer Staples 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$762K 0.42%
6,923
-758
27
$756K 0.41%
4,876
+23
28
$730K 0.4%
3,079
-130
29
$688K 0.38%
8,680
+32
30
$657K 0.36%
23,460
+201
31
$651K 0.36%
3,382
+3
32
$614K 0.34%
2,027
-19
33
$603K 0.33%
5,850
+20
34
$555K 0.3%
10,984
-565
35
$526K 0.29%
1,106
+2
36
$504K 0.28%
3,441
-697
37
$489K 0.27%
19,518
-1,658
38
$466K 0.25%
8,758
+79
39
$464K 0.25%
4,153
-88
40
$455K 0.25%
1,313
+39
41
$441K 0.24%
2,598
-689
42
$433K 0.24%
8,611
+14
43
$428K 0.23%
8,470
+131
44
$427K 0.23%
8,118
-480
45
$423K 0.23%
8,540
-50
46
$342K 0.19%
4,147
+3
47
$327K 0.18%
7,961
+129
48
$325K 0.18%
5,909
+109
49
$314K 0.17%
2,701
-723
50
$310K 0.17%
2,037
+9
1
2
3