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
$211M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$351K
2
+$248K
3
+$230K
4
TSLA icon
Tesla
TSLA
+$215K
5
OEF icon
iShares S&P 100 ETF
OEF
+$205K

Top Sells

1
+$697K
2
+$290K
3
+$219K
4
INTC icon
Intel
INTC
+$204K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$200K

Sector Composition

1 Technology 4.58%
2 Energy 1.82%
3 Consumer Discretionary 1.36%
4 Consumer Staples 1.28%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.1%
917
77
$201K 0.1%
5,231
78
$57.3K 0.03%
6,841
-10
79
$40.8K 0.02%
36,433
-3,126
80
– –
-3,715
81
– –
-1,483
82
– –
-8,677
83
– –
-1,289
84
– –
-62,925
1 2 3
4