HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$227M
This Quarter Return
+4.06%
1 Year Return
+14.44%
3 Year Return
+49.18%
5 Year Return
+85.77%
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+0.24%)
Cap. Flow
-$5.62M
Cap. Flow
% of AUM
-3.41%
Top 10 Holdings %
Top 10 Hldgs %
73.82%
Holding
68
New
3
Increased
24
Reduced
35
Closed
2
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$699K |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$649K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$214K |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
$211K |
| 5 |
Amazon
AMZN
|
$208K |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.24M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.28M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$720K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$579K |
| 5 |
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% |
