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
$165M
AUM Growth
+$401K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$649K
3
+$214K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$211K
5
AMZN icon
Amazon
AMZN
+$208K

Top Sells

1
+$2.24M
2
+$1.28M
3
+$720K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$579K
5
VUG icon
Vanguard Growth ETF
VUG
+$501K

Sector Composition

1 Technology 4.54%
2 Energy 2.46%
3 Healthcare 1.58%
4 Consumer Staples 1.58%
5 Consumer Discretionary 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.19%
3,178
+10
52
$307K 0.19%
7,602
+479
53
$304K 0.18%
5,565
+1,807
54
$298K 0.18%
5,927
+13
55
$280K 0.17%
8,575
+304
56
$267K 0.16%
4,139
+3
57
$253K 0.15%
5,029
+17
58
$247K 0.15%
1,886
59
$243K 0.15%
2,558
+44
60
$225K 0.14%
2,248
+13
61
$221K 0.13%
977
-505
62
$214K 0.13%
+3,346
63
$211K 0.13%
4,153
64
$211K 0.13%
+3,726
65
$208K 0.13%
+2,012
66
$18.9K 0.01%
22,855
67
– –
-1,820
68
– –
-2,227
1 2
3