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
$227M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$441K
3
+$378K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$347K
5
COIN icon
Coinbase
COIN
+$249K

Top Sells

1
+$640K
2
+$508K
3
+$403K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$353K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$337K

Sector Composition

1 Technology 4.9%
2 Energy 1.7%
3 Financials 1.2%
4 Healthcare 1.17%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.41T
$1.33M 0.59%
8,416
+117
VT icon
27
Vanguard Total World Stock ETF
VT
$54.6B
$1.23M 0.54%
9,551
-569
WMT icon
28
Walmart
WMT
$847B
$894K 0.39%
9,147
+1,073
JNJ icon
29
Johnson & Johnson
JNJ
$462B
$892K 0.39%
5,842
+451
ABBV icon
30
AbbVie
ABBV
$409B
$890K 0.39%
4,795
-47
ABT icon
31
Abbott
ABT
$222B
$881K 0.39%
6,479
+9
IWF icon
32
iShares Russell 1000 Growth ETF
IWF
$124B
$864K 0.38%
2,036
+1
XLK icon
33
Technology Select Sector SPDR Fund
XLK
$94.8B
$860K 0.38%
3,398
+3
IDV icon
34
iShares International Select Dividend ETF
IDV
$5.91B
$802K 0.35%
23,226
-547
CSCO icon
35
Cisco
CSCO
$280B
$759K 0.33%
10,945
+35
IJK icon
36
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.27B
$759K 0.33%
8,340
-247
FDVV icon
37
Fidelity High Dividend ETF
FDVV
$6.97B
$719K 0.32%
13,816
-83
SPY icon
38
SPDR S&P 500 ETF Trust
SPY
$667B
$646K 0.28%
1,045
+2
VYM icon
39
Vanguard High Dividend Yield ETF
VYM
$65.3B
$632K 0.28%
4,739
+12
PG icon
40
Procter & Gamble
PG
$355B
$554K 0.24%
3,477
+6
IJS icon
41
iShares S&P Small-Cap 600 Value ETF
IJS
$6.7B
$532K 0.23%
5,348
-328
IBM icon
42
IBM
IBM
$263B
$532K 0.23%
1,804
HD icon
43
Home Depot
HD
$389B
$495K 0.22%
1,350
+14
IEMG icon
44
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$476K 0.21%
7,932
+194
AOR icon
45
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.84B
$462K 0.2%
7,509
+114
AFL icon
46
Aflac
AFL
$57.9B
$439K 0.19%
4,161
+2
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$178B
$438K 0.19%
7,679
+845
IGM icon
48
iShares Expanded Tech Sector ETF
IGM
$9.67B
$437K 0.19%
3,886
+2
MGK icon
49
Vanguard Mega Cap Growth ETF
MGK
$31.2B
$435K 0.19%
1,187
PLTR icon
50
Palantir
PLTR
$431B
$394K 0.17%
2,890
-55
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