HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$249M
1-Year Est. Return
16.8%
This Fund
S&P 500
1 Year Est. Return
+16.8%
AUM
$249M
AUM Growth
+$5.52M
(+2.3%)
Holding
82
Top Buys
| 1 | +$902K | |
| 2 | +$538K | |
| 3 | +$463K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$402K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$302K |
Top Sells
| 1 | +$515K | |
| 2 | +$288K | |
| 3 | +$265K | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$251K |
| 5 |
Coinbase
COIN
|
+$240K |
Sector Composition
| 1 | Technology | 4.64% |
| 2 | Energy | 1.71% |
| 3 | Healthcare | 1.24% |
| 4 | Consumer Discretionary | 1.15% |
| 5 | Financials | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P 100 ETF
OEF
$28.5B
| $223K | 0.09% |
649
-81
|
|
||
77
Schwab US Broad Market ETF
SCHB
$38.4B
| $222K | 0.09% |
8,455
-865
|
|
||
78
iShares Select Dividend ETF
DVY
$22.4B
| $221K | 0.09% |
1,566
+18
|
|
||
79
Vanguard Small-Cap Value ETF
VBR
$33.6B
| $209K | 0.08% |
986
+9
|
|
||
80
Tesla
TSLA
$1.52T
| $203K | 0.08% |
452
-15
|
|
||
|
81
Coinbase
COIN
$54.3B
| – | – |
-711
|
|
||
|
82
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
| – | – |
-2,823
|
|