HSWM

Hubbell Strickland Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 16.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$441K
3
+$378K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$347K
5
COIN icon
Coinbase
COIN
+$249K

Top Sells

1
+$640K
2
+$508K
3
+$403K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$353K
5
IJR icon
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
$222K 0.1%
+730
77
$222K 0.1%
1,459
78
$221K 0.1%
+9,293
79
$211K 0.09%
4,153
80
$209K 0.09%
+5,231
81
$209K 0.09%
1,310
+8
82
$204K 0.09%
1,534
+14
83
– –
-3,002
1 2 3
4