SWM

SHP Wealth Management Portfolio holdings

AUM $1.29B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,565
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.35%
2 Financials 2.07%
3 Consumer Discretionary 1.75%
4 Communication Services 1.58%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IDV icon
251
iShares International Select Dividend ETF
IDV
$7.94B
$201K 0.02%
+5,102
XLK icon
252
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
$201K 0.02%
+1,395
SHEL icon
253
Shell
SHEL
$233B
$200K 0.02%
+2,726
LIN icon
254
Linde
LIN
$231B
$200K 0.02%
+471
PFE icon
255
Pfizer
PFE
$151B
$199K 0.02%
+8,009
LMT icon
256
Lockheed Martin
LMT
$153B
$199K 0.02%
+411
BIBL icon
257
Inspire 100 ETF
BIBL
$400M
$198K 0.02%
+4,397
BINC icon
258
BlackRock Flexible Income ETF
BINC
$17.2B
$197K 0.02%
+3,731
VICI icon
259
VICI Properties
VICI
$32.3B
$196K 0.02%
+6,986
TQQQ icon
260
ProShares UltraPro QQQ
TQQQ
$27.7B
$193K 0.02%
+3,668
UAMY icon
261
United States Antimony
UAMY
$1.36B
$192K 0.01%
+38,271
GDX icon
262
VanEck Gold Miners ETF
GDX
$33.4B
$192K 0.01%
+2,234
VGSH icon
263
Vanguard Short-Term Treasury ETF
VGSH
$27B
$191K 0.01%
+3,251
HLT icon
264
Hilton Worldwide
HLT
$70.1B
$186K 0.01%
+648
FBCG icon
265
Fidelity Blue Chip Growth ETF
FBCG
$5.37B
$185K 0.01%
+3,380
ACN icon
266
Accenture
ACN
$129B
$184K 0.01%
+684
MTB icon
267
M&T Bank
MTB
$32.6B
$183K 0.01%
+908
CL icon
268
Colgate-Palmolive
CL
$76.4B
$182K 0.01%
+2,306
IBD icon
269
Inspire Corporate Bond ETF
IBD
$479M
$180K 0.01%
+7,430
NI icon
270
NiSource
NI
$22.4B
$178K 0.01%
+4,260
COIN icon
271
Coinbase
COIN
$55.2B
$175K 0.01%
+774
NEM icon
272
Newmont
NEM
$130B
$174K 0.01%
+1,745
INDB icon
273
Independent Bank
INDB
$3.86B
$174K 0.01%
+2,383
AXSM icon
274
Axsome Therapeutics
AXSM
$8.39B
$172K 0.01%
+940
EPD icon
275
Enterprise Products Partners
EPD
$80.9B
$170K 0.01%
+5,307