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
$146M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$542K
3
+$505K
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$391K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$210K

Top Sells

1
+$313K
2
+$237K
3
+$114K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$57.5K
5
HD icon
Home Depot
HD
+$52.9K

Sector Composition

1 Technology 4.22%
2 Energy 2.18%
3 Healthcare 1.95%
4 Consumer Staples 1.45%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$329K 0.22%
15,140
-1,448
52
$324K 0.22%
1,218
-199
53
$297K 0.2%
2,501
-484
54
$282K 0.19%
1,312
+3
55
$264K 0.18%
3,184
+11
56
$256K 0.17%
2,803
57
$237K 0.16%
1,973
58
$231K 0.16%
2,775
59
$210K 0.14%
+3,291
1 2
3