HSWM

Hubbell Strickland Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
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 International LargeCap Dividend 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
1
$69M 32.72%
352,439
-1,481
2
$21.2M 10.06%
36,041
+72
3
$14.5M 6.87%
232,586
+2,502
4
$14.5M 6.85%
109,416
-967
5
$11.3M 5.36%
27,569
-89
6
$5.73M 2.72%
93,387
+1,358
7
$5.49M 2.6%
13,017
-423
8
$5.29M 2.51%
262,745
+525
9
$4.7M 2.23%
46,856
-6,949
10
$3.99M 1.89%
60,293
+3,010
11
$3.87M 1.84%
55,112
+1,535
12
$3.77M 1.79%
32,711
+3,049
13
$3.56M 1.69%
21,027
-9
14
$2.67M 1.27%
4,945
+24
15
$2.59M 1.23%
34,048
+396
16
$2.4M 1.14%
22,352
+4
17
$2.06M 0.98%
25,810
+41
18
$1.81M 0.86%
7,214
-471
19
$1.76M 0.83%
6,068
20
$1.61M 0.76%
21,233
-166
21
$1.44M 0.68%
9,924
+59
22
$1.42M 0.67%
10,160
-209
23
$1.38M 0.65%
4,760
+158
24
$1.26M 0.6%
2,770
-244
25
$1.19M 0.56%
10,098
+52