HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$227M
This Quarter Return
+9.54%
1 Year Return
+14.44%
3 Year Return
+49.18%
5 Year Return
+85.77%
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+9.5%)
Cap. Flow
+$328K
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
74.69%
Holding
74
New
4
Increased
37
Reduced
26
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$334K |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$223K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$217K |
| 4 |
JPMorgan Chase
JPM
|
$212K |
| 5 |
Cambria Shareholder Yield ETF
SYLD
|
$209K |
Top Sells
| 1 |
SPDR S&P Dividend ETF
SDY
|
$163K |
| 2 |
Johnson & Johnson
JNJ
|
$153K |
| 3 |
Vanguard Value ETF
VTV
|
$144K |
| 4 |
PepsiCo
PEP
|
$117K |
| 5 |
Procter & Gamble
PG
|
$102K |
Sector Composition
| 1 | Technology | 4.62% |
| 2 | Energy | 2.1% |
| 3 | Consumer Discretionary | 1.42% |
| 4 | Healthcare | 1.33% |
| 5 | Consumer Staples | 1.21% |
