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
DE icon
576
Deere & Co
DE
$160B
$33.2K ﹤0.01%
+71
XMHQ icon
577
Invesco S&P MidCap Quality ETF
XMHQ
$5.22B
$33.2K ﹤0.01%
+324
OKLO
578
Oklo
OKLO
$9.69B
$32.4K ﹤0.01%
+452
XLI icon
579
State Street Industrial Select Sector SPDR ETF
XLI
$30.9B
$32.3K ﹤0.01%
+208
HYG icon
580
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$32.3K ﹤0.01%
+400
NRG icon
581
NRG Energy
NRG
$34.4B
$32.2K ﹤0.01%
+202
ON icon
582
ON Semiconductor
ON
$24B
$32.1K ﹤0.01%
+593
WAT icon
583
Waters Corp
WAT
$31B
$31.9K ﹤0.01%
+84
HOOD icon
584
Robinhood
HOOD
$72.5B
$31.9K ﹤0.01%
+282
WYNN icon
585
Wynn Resorts
WYNN
$11B
$31.9K ﹤0.01%
+265
QYLD icon
586
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.33B
$31.5K ﹤0.01%
+1,783
IBKR icon
587
Interactive Brokers
IBKR
$30.3B
$31.4K ﹤0.01%
+489
MAGS icon
588
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.48B
$31.2K ﹤0.01%
+473
XBI icon
589
State Street SPDR S&P Biotech ETF
XBI
$8.11B
$31.1K ﹤0.01%
+255
BGR icon
590
BlackRock Energy and Resources Trust
BGR
$399M
$30.9K ﹤0.01%
+2,280
AVIG icon
591
Avantis Core Fixed Income ETF
AVIG
$1.71B
$30.6K ﹤0.01%
+730
AGGY icon
592
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$892M
$30.6K ﹤0.01%
+695
JCPB icon
593
JPMorgan Core Plus Bond ETF
JCPB
$10.4B
$30.6K ﹤0.01%
+645
SHE icon
594
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$290M
$30.5K ﹤0.01%
+231
BEPC icon
595
Brookfield Renewable
BEPC
$7.22B
$30.4K ﹤0.01%
+792
FCX icon
596
Freeport-McMoran
FCX
$90.1B
$30.4K ﹤0.01%
+597
WMB icon
597
Williams Companies
WMB
$91.4B
$30.3K ﹤0.01%
+504
GLPI icon
598
Gaming and Leisure Properties
GLPI
$14B
$30.3K ﹤0.01%
+677
CSX icon
599
CSX Corp
CSX
$76.5B
$29.9K ﹤0.01%
+824
CGIE icon
600
Capital Group International Equity ETF
CGIE
$1.86B
$29.8K ﹤0.01%
+857