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
$199M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$206K
3
+$203K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$150K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$138K

Top Sells

1
+$676K
2
+$237K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$105K
5
JNJ icon
Johnson & Johnson
JNJ
+$64.3K

Sector Composition

1 Technology 5.05%
2 Energy 2.15%
3 Consumer Staples 1.3%
4 Consumer Discretionary 1.21%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.1%
+2,595
77
$53.4K 0.03%
39,559
78
$14.5K 0.01%
62,925
79
– –
-4,706
80
– –
-4,239
81
– –
-418
1 2 3
4