HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$243M
1-Year Est. Return
14.06%
1 Year Est. Return
+14.06%
AUM
$243M
AUM Growth
+$16.3M
(+7.2%)
Holding
85
Top Buys
| 1 | +$866K | |
| 2 | +$809K | |
| 3 | +$394K | |
| 4 |
Intel
INTC
|
+$276K |
| 5 |
Tesla
TSLA
|
+$208K |
Top Sells
| 1 | +$347K | |
| 2 | +$295K | |
| 3 | +$237K | |
| 4 |
Colgate-Palmolive
CL
|
+$226K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$211K |
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Energy | 1.68% |
| 3 | Healthcare | 1.26% |
| 4 | Consumer Discretionary | 1.21% |
| 5 | Financials | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cambria Shareholder Yield ETF
SYLD
$888M
| $238K | 0.1% |
3,463
-152
|
|
||
77
3M
MMM
$89.1B
| $227K | 0.09% |
1,460
+1
|
|
||
78
iShares Select Dividend ETF
DVY
$21.7B
| $220K | 0.09% |
1,548
+14
|
|
||
79
Innovator US Equity Power Buffer ETF December
PDEC
$1.04B
| $220K | 0.09% |
5,231
|
|
||
80
Qualcomm
QCOM
$171B
| $219K | 0.09% |
1,316
+6
|
|
||
|
81
Tesla
TSLA
$1.46T
| $208K | 0.09% |
+467
|
|
||
82
Vanguard Small-Cap Value ETF
VBR
$34.2B
| $204K | 0.08% |
+977
|
|
||
83
Vanguard Total International Bond ETF
BNDX
$74.7B
| – | – |
-4,787
|
|
||
|
84
Colgate-Palmolive
CL
$68.1B
| – | – |
-2,485
|
|
||
|
85
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.74B
| – | – |
-4,153
|
|