HSWM

Hubbell Strickland Wealth Management Portfolio holdings

AUM $243M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$549K
2 +$218K
3 +$217K
4
QCOM icon
Qualcomm
QCOM
+$216K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$214K

Top Sells

1 +$314K
2 +$291K
3 +$236K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$223K
5
MSFT icon
Microsoft
MSFT
+$134K

Sector Composition

1 Technology 4.73%
2 Energy 2.19%
3 Healthcare 1.31%
4 Consumer Discretionary 1.31%
5 Consumer Staples 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$56.6K 0.03%
39,559
+12,909
77
$32.1K 0.02%
+418
78
$12.2K 0.01%
62,925
79
-2,236
80
-1,317
81
-2,701