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
$156M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$215K
3
+$211K
4
JPM icon
JPMorgan Chase
JPM
+$202K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$200K

Top Sells

1
+$480K
2
+$399K
3
+$220K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$204K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$161K

Sector Composition

1 Technology 4.18%
2 Energy 2.53%
3 Healthcare 1.95%
4 Consumer Staples 1.34%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.23%
4,525
-39
52
$339K 0.22%
2,511
+10
53
$296K 0.19%
5,688
-1,498
54
$284K 0.18%
3,195
+11
55
$283K 0.18%
2,803
56
$255K 0.16%
1,140
-172
57
$251K 0.16%
1,973
58
$229K 0.15%
2,775
59
$215K 0.14%
+962
60
$215K 0.14%
3,296
+5
61
$211K 0.14%
+4,117
62
$202K 0.13%
+1,327
63
$200K 0.13%
+1,940
1 2
3