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
$181M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$448K
3
+$298K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$217K

Top Sells

1
+$774K
2
+$698K
3
+$296K
4
SE icon
Sea Limited
SE
+$286K
5
CVX icon
Chevron
CVX
+$275K

Sector Composition

1 Technology 4.86%
2 Energy 1.98%
3 Healthcare 1.89%
4 Consumer Staples 1.3%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.19%
6,907
+250
52
$307K 0.17%
1,146
+2
53
$300K 0.17%
2,673
54
$297K 0.16%
3,125
+10
55
$277K 0.15%
3,309
+4
56
$269K 0.15%
1,860
57
$252K 0.14%
1,886
-87
58
$241K 0.13%
4,125
+3
59
$240K 0.13%
919
+2
60
$235K 0.13%
3,272
-10,773
61
$231K 0.13%
1,372
+9
62
$229K 0.13%
4,410
-3,850
63
$225K 0.12%
2,775
64
$217K 0.12%
+1,333
65
$214K 0.12%
5,689
+13
66
$212K 0.12%
+1,161
67
$211K 0.12%
1,977
-103
68
$204K 0.11%
+1,356
69
– –
-896
70
– –
-14,500
1 2
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