HSWM
Hubbell Strickland Wealth Management Portfolio holdings
AUM
$227M
1-Year Est. Return
14.44%
1 Year Est. Return
+14.44%
AUM
$227M
AUM Growth
+$15.4M
(+7.3%)
Holding
83
Top Buys
| 1 | +$546K | |
| 2 | +$441K | |
| 3 | +$378K | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$347K |
| 5 |
Coinbase
COIN
|
+$249K |
Top Sells
| 1 | +$640K | |
| 2 | +$508K | |
| 3 | +$403K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$353K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
iShares S&P 100 ETF
OEF
$27.2B
| $222K | 0.1% |
+730
|
|
||
77
3M
MMM
$82.4B
| $222K | 0.1% |
1,459
|
|
||
78
Schwab US Broad Market ETF
SCHB
$37.6B
| $221K | 0.1% |
+9,293
|
|
||
79
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
| $211K | 0.09% |
4,153
|
|
||
80
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
| $209K | 0.09% |
+5,231
|
|
||
81
Qualcomm
QCOM
$180B
| $209K | 0.09% |
1,310
+8
|
|
||
82
iShares Select Dividend ETF
DVY
$20.8B
| $204K | 0.09% |
1,534
+14
|
|
||
|
XAGE
83
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
| – | – |
-3,002
|
|