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
$183M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$223K
3
+$217K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$209K

Top Sells

1
+$163K
2
+$153K
3
+$144K
4
PEP icon
PepsiCo
PEP
+$117K
5
PG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.17%
6,263
52
$307K 0.17%
4,203
-706
53
$306K 0.17%
1,180
+42
54
$302K 0.17%
6,001
+32
55
$302K 0.17%
3,212
+12
56
$295K 0.16%
1,804
57
$294K 0.16%
3,930
+12
58
$289K 0.16%
766
+8
59
$288K 0.16%
5,124
60
$263K 0.14%
2,256
+6
61
$259K 0.14%
3,444
+40
62
$240K 0.13%
4,780
-294
63
$236K 0.13%
977
64
$236K 0.13%
2,236
+10
65
$235K 0.13%
2,484
-109
66
$223K 0.12%
+1,317
67
$217K 0.12%
+1,377
68
$216K 0.12%
4,228
-1,367
69
$215K 0.12%
1,851
+28
70
$212K 0.12%
+1,246
71
$211K 0.12%
4,153
72
$209K 0.11%
+3,089
73
$29.3K 0.02%
26,650
74
$15.9K 0.01%
62,925
1 2
3