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
$124M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$830K
3
+$601K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$243K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$212K

Top Sells

1
+$308K
2
+$260K
3
+$202K
4
DLBS
iPath US Treasury Long Bond Bear ETN
DLBS
+$200K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$150K

Sector Composition

1 Energy 4.71%
2 Technology 3.92%
3 Healthcare 1.94%
4 Financials 1.86%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.24%
3,275
+4
52
$299K 0.24%
3,515
+10
53
$257K 0.21%
1,302
-97
54
$253K 0.2%
1,973
55
$227K 0.18%
2,460
56
$225K 0.18%
2,775
57
$212K 0.17%
+1,202
58
$58K 0.05%
+11,604
1 2
3