HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$227M
This Quarter Return
+5.1%
1 Year Return
+14.44%
3 Year Return
+49.18%
5 Year Return
+85.77%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+4.8%)
Cap. Flow
-$147K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
74.08%
Holding
71
New
5
Increased
42
Reduced
18
Closed
–
Top Buys
Top Sells
| 1 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$412K |
| 2 |
Apple
AAPL
|
$405K |
| 3 |
Microsoft
MSFT
|
$324K |
| 4 |
Red River Bancshares
RRBI
|
$303K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$208K |
Sector Composition
| 1 | Technology | 4.56% |
| 2 | Energy | 2.27% |
| 3 | Healthcare | 1.52% |
| 4 | Consumer Staples | 1.52% |
| 5 | Consumer Discretionary | 1.45% |
