HSWM

Hubbell Strickland Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 16.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$441K
3
+$378K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$347K
5
COIN icon
Coinbase
COIN
+$249K

Top Sells

1
+$640K
2
+$508K
3
+$403K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$353K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$337K

Sector Composition

1 Technology 4.9%
2 Energy 1.7%
3 Financials 1.2%
4 Healthcare 1.17%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$392K 0.17%
7,924
+52
52
$390K 0.17%
885
+25
53
$387K 0.17%
1,763
+70
54
$382K 0.17%
3,468
+4
55
$354K 0.16%
6,231
+105
56
$353K 0.16%
13,674
57
$351K 0.15%
1,926
+11
58
$343K 0.15%
1,184
+4
59
$342K 0.15%
2,270
+2
60
$322K 0.14%
4,655
+349
61
$309K 0.14%
4,084
-165
62
$301K 0.13%
5,124
63
$300K 0.13%
2,269
+39
64
$253K 0.11%
1,392
-13
65
$249K 0.11%
+711
66
$249K 0.11%
889
+109
67
$249K 0.11%
37,656
68
$248K 0.11%
1,105
69
$238K 0.11%
4,000
+66
70
$237K 0.1%
4,787
-438
71
$235K 0.1%
2,812
+36
72
$235K 0.1%
2,489
+87
73
$235K 0.1%
3,615
+42
74
$226K 0.1%
2,485
+215
75
$223K 0.1%
+1,264
1 2
3
4