HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$227M
This Quarter Return
+9.66%
1 Year Return
+14.44%
3 Year Return
+49.18%
5 Year Return
+85.77%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+9.4%)
Cap. Flow
+$155K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
75.28%
Holding
70
New
3
Increased
38
Reduced
21
Closed
2
Top Buys
| 1 |
Sprott Physical Gold
PHYS
|
$563K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$448K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$298K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$283K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$217K |
Top Sells
| 1 |
iShares Morningstar Growth ETF
ILCG
|
$774K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$698K |
| 3 |
AT&T
T
|
$296K |
| 4 |
Sea Limited
SE
|
$286K |
| 5 |
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% |
