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
$211M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$351K
2
+$248K
3
+$230K
4
TSLA icon
Tesla
TSLA
+$215K
5
OEF icon
iShares S&P 100 ETF
OEF
+$205K

Top Sells

1
+$697K
2
+$290K
3
+$219K
4
INTC icon
Intel
INTC
+$204K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$200K

Sector Composition

1 Technology 4.58%
2 Energy 1.82%
3 Consumer Discretionary 1.36%
4 Consumer Staples 1.28%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.17%
3,460
-6
52
$348K 0.17%
6,054
+105
53
$346K 0.16%
7,865
+194
54
$337K 0.16%
2,216
-108
55
$328K 0.16%
4,287
+22
56
$324K 0.15%
2,266
+3
57
$308K 0.15%
6,283
+65
58
$298K 0.14%
1,241
+3
59
$277K 0.13%
5,124
60
$262K 0.12%
5,475
+470
61
$254K 0.12%
2,113
-870
62
$254K 0.12%
1,342
+2
63
$248K 0.12%
+4,968
64
$246K 0.12%
3,599
+206
65
$245K 0.12%
1,399
+5
66
$234K 0.11%
1,102
+18
67
$230K 0.11%
+3,045
68
$222K 0.11%
2,393
+30
69
$221K 0.11%
2,331
+17
70
$215K 0.1%
+532
71
$212K 0.1%
2,616
+11
72
$211K 0.1%
4,153
73
$210K 0.1%
9,238
+34
74
$206K 0.1%
2,270
+150
75
$205K 0.1%
+709
1 2
3
4