EWM
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Endowment Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Endowment Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$504K Buy
1,806
+250
+16% +$69.7K 0.26% 73
2025
Q1 		$329K Buy
1,556
+344
+28% +$72.8K 0.21% 92
2024
Q4 		$294K Buy
1,212
+322
+36% +$78K 0.2% 102
2024
Q3 		$219K Buy
+890
New +$219K 0.14% 116