HSWM

Hubbell Strickland Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 16.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.8%
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
26
$1.33M 0.59%
8,416
+117
27
$1.23M 0.54%
9,551
-569
28
$894K 0.39%
9,147
+1,073
29
$892K 0.39%
5,842
+451
30
$890K 0.39%
4,795
-47
31
$881K 0.39%
6,479
+9
32
$864K 0.38%
2,036
+1
33
$860K 0.38%
6,796
+6
34
$802K 0.35%
23,226
-547
35
$759K 0.33%
10,945
+35
36
$759K 0.33%
8,340
-247
37
$719K 0.32%
13,816
-83
38
$646K 0.28%
1,045
+2
39
$632K 0.28%
4,739
+12
40
$554K 0.24%
3,477
+6
41
$532K 0.23%
5,348
-328
42
$532K 0.23%
1,804
43
$495K 0.22%
1,350
+14
44
$476K 0.21%
7,932
+194
45
$462K 0.2%
7,509
+114
46
$439K 0.19%
4,161
+2
47
$438K 0.19%
7,679
+845
48
$437K 0.19%
3,886
+2
49
$435K 0.19%
1,187
50
$394K 0.17%
2,890
-55
1
2
3 4