HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$251M
1-Year Est. Return
16.91%
This Fund
S&P 500
1 Year Est. Return
+16.91%
AUM
$251M
AUM Growth
+$2.36M
(+0.95%)
Holding
85
Top Buys
| 1 | +$1.32M | |
| 2 | +$957K | |
| 3 | +$911K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$688K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$519K |
Top Sells
| 1 | +$383K | |
| 2 | +$269K | |
| 3 | +$226K | |
| 4 |
Tesla
TSLA
|
+$203K |
| 5 |
Sprott Physical Gold
PHYS
|
+$147K |
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Energy | 2.45% |
| 3 | Healthcare | 1.24% |
| 4 | Consumer Staples | 1.11% |
| 5 | Consumer Discretionary | 1.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
TMC The Metals Company
TMC
$2.59B
| $231K | 0.09% |
49,568
+11,135
|
|
||
77
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
| $222K | 0.09% |
5,231
|
|
||
78
Vanguard Small-Cap Value ETF
VBR
$35.6B
| $215K | 0.09% |
992
+6
|
|
||
79
Schwab US Broad Market ETF
SCHB
$43.4B
| $213K | 0.08% |
8,479
+24
|
|
||
80
Colgate-Palmolive
CL
$68.1B
| $212K | 0.08% |
+2,492
|
|
||
81
3M
MMM
$79.7B
| $212K | 0.08% |
1,461
|
|
||
82
iShares S&P 100 ETF
OEF
$20.6B
| $210K | 0.08% |
662
+13
|
|
||
83
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
| $200K | 0.08% |
+3,961
|
|
||
84
Qualcomm
QCOM
$256B
| – | – |
-1,323
|
|
||
|
85
Tesla
TSLA
$1.57T
| – | – |
-452
|
|