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
CELH icon
951
Celsius Holdings
CELH
$11.3B
$5.82K ﹤0.01%
+127
AEM icon
952
Agnico Eagle Mines
AEM
$111B
$5.78K ﹤0.01%
+34
IDVO icon
953
Amplify International Enhanced Dividend Income ETF
IDVO
$1.01B
$5.75K ﹤0.01%
+150
WTW icon
954
Willis Towers Watson
WTW
$28.6B
$5.74K ﹤0.01%
+17
WSO icon
955
Watsco Inc
WSO
$16.3B
$5.73K ﹤0.01%
+17
MJ icon
956
Amplify Alternative Harvest ETF
MJ
$122M
$5.72K ﹤0.01%
+192
XLB icon
957
State Street Materials Select Sector SPDR ETF
XLB
$7.07B
$5.71K ﹤0.01%
+126
VT icon
958
Vanguard Total World Stock ETF
VT
$62.4B
$5.64K ﹤0.01%
+40
LUMN icon
959
Lumen
LUMN
$7B
$5.62K ﹤0.01%
+723
EOG icon
960
EOG Resources
EOG
$70.3B
$5.57K ﹤0.01%
+53
VONE icon
961
Vanguard Russell 1000 ETF
VONE
$7.2B
$5.56K ﹤0.01%
+18
WHR icon
962
Whirlpool
WHR
$3.88B
$5.55K ﹤0.01%
+77
ULTA icon
963
Ulta Beauty
ULTA
$29B
$5.55K ﹤0.01%
+9
EG icon
964
Everest Group
EG
$13.5B
$5.54K ﹤0.01%
+16
IVZ icon
965
Invesco
IVZ
$11B
$5.52K ﹤0.01%
+210
LEG icon
966
Leggett & Platt
LEG
$1.49B
$5.5K ﹤0.01%
+500
JBL icon
967
Jabil
JBL
$26.6B
$5.5K ﹤0.01%
+24
TEVA icon
968
Teva Pharmaceuticals
TEVA
$37B
$5.41K ﹤0.01%
+173
AMRZ
969
Amrize Ltd
AMRZ
$34B
$5.41K ﹤0.01%
+100
CNP icon
970
CenterPoint Energy
CNP
$28.3B
$5.39K ﹤0.01%
+140
MNR icon
971
Mach Natural Resources
MNR
$2.25B
$5.38K ﹤0.01%
+487
MGA icon
972
Magna International
MGA
$17B
$5.33K ﹤0.01%
+100
EVF
973
Eaton Vance Senior Income Trust
EVF
$92.3M
$5.27K ﹤0.01%
+1,000
CRH icon
974
CRH
CRH
$74.4B
$5.24K ﹤0.01%
+42
EBAY icon
975
eBay
EBAY
$41.7B
$5.23K ﹤0.01%
+60