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
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$36.8M
2 +$12.9M
3 +$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.28M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.19%
2 Technology 3.83%
3 Healthcare 1.89%
4 Consumer Staples 1.69%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$274K 0.24%
+1,973
52
$266K 0.23%
+3,505
53
$263K 0.23%
+3,271
54
$225K 0.19%
+2,775
55
$214K 0.19%
+2,460