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
$211M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$351K
2
+$248K
3
+$230K
4
TSLA icon
Tesla
TSLA
+$215K
5
OEF icon
iShares S&P 100 ETF
OEF
+$205K

Top Sells

1
+$697K
2
+$290K
3
+$219K
4
INTC icon
Intel
INTC
+$204K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$200K

Sector Composition

1 Technology 4.58%
2 Energy 1.82%
3 Consumer Discretionary 1.36%
4 Consumer Staples 1.28%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.52%
8,228
-275
27
$945K 0.45%
11,587
+466
28
$869K 0.41%
4,892
+15
29
$816K 0.39%
2,033
+1
30
$789K 0.37%
3,392
+2
31
$780K 0.37%
8,581
+11
32
$777K 0.37%
5,375
+17
33
$734K 0.35%
8,128
34
$731K 0.35%
6,461
+10
35
$654K 0.31%
6,019
+172
36
$644K 0.31%
10,879
-222
37
$644K 0.31%
23,521
-565
38
$610K 0.29%
1,042
+2
39
$607K 0.29%
4,755
+61
40
$581K 0.28%
3,465
+6
41
$519K 0.25%
1,334
+2
42
$430K 0.2%
4,156
+2
43
$430K 0.2%
7,497
-1,114
44
$407K 0.19%
1,185
+1
45
$401K 0.19%
3,929
+2
46
$397K 0.19%
7,598
+182
47
$397K 0.19%
1,804
48
$385K 0.18%
905
-31
49
$369K 0.17%
1,681
-438
50
$368K 0.17%
14,539
-129
1
2
3 4