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
$199M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$206K
3
+$203K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$150K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$138K

Top Sells

1
+$676K
2
+$237K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$105K
5
JNJ icon
Johnson & Johnson
JNJ
+$64.3K

Sector Composition

1 Technology 5.05%
2 Energy 2.15%
3 Consumer Staples 1.3%
4 Consumer Discretionary 1.21%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$344K 0.17%
7,859
+62
52
$332K 0.17%
5,854
+94
53
$328K 0.16%
3,236
+13
54
$320K 0.16%
3,460
+2
55
$312K 0.16%
1,804
56
$305K 0.15%
6,043
+25
57
$303K 0.15%
4,243
+19
58
$302K 0.15%
6,203
59
$299K 0.15%
2,261
+2
60
$268K 0.13%
8,647
+21
61
$255K 0.13%
1,283
+5
62
$250K 0.13%
1,235
-2
63
$246K 0.12%
5,124
64
$244K 0.12%
1,339
+2
65
$236K 0.12%
917
-30
66
$230K 0.12%
2,424
-14
67
$229K 0.11%
3,352
+233
68
$228K 0.11%
1,388
+5
69
$227K 0.11%
4,602
+348
70
$212K 0.11%
1,853
+1
71
$211K 0.11%
4,153
72
$207K 0.1%
+1,051
73
$207K 0.1%
2,349
-24
74
$206K 0.1%
+2,120
75
$203K 0.1%
4,222
+14
1 2
3
4