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
EWJ icon
1026
iShares MSCI Japan ETF
EWJ
$18.9B
$3.88K ﹤0.01%
+48
GLDG
1027
GoldMining Inc
GLDG
$329M
$3.88K ﹤0.01%
+3,100
IGM icon
1028
iShares Expanded Tech Sector ETF
IGM
$8.25B
$3.88K ﹤0.01%
+30
ELV icon
1029
Elevance Health
ELV
$63.2B
$3.82K ﹤0.01%
+11
FHI icon
1030
Federated Hermes
FHI
$4.41B
$3.8K ﹤0.01%
+73
NIO icon
1031
NIO
NIO
$11.9B
$3.8K ﹤0.01%
+745
CNK icon
1032
Cinemark Holdings
CNK
$3.26B
$3.79K ﹤0.01%
+163
WULF icon
1033
TeraWulf
WULF
$6.38B
$3.77K ﹤0.01%
+328
LMND icon
1034
Lemonade
LMND
$4.2B
$3.7K ﹤0.01%
+52
IMAX icon
1035
IMAX
IMAX
$2.18B
$3.7K ﹤0.01%
+100
IBDS icon
1036
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.72B
$3.69K ﹤0.01%
+152
RCS
1037
PIMCO Strategic Income Fund
RCS
$272M
$3.67K ﹤0.01%
+659
EWG icon
1038
iShares MSCI Germany ETF
EWG
$1.67B
$3.65K ﹤0.01%
+86
PATH icon
1039
UiPath
PATH
$6.18B
$3.64K ﹤0.01%
+222
PSQ icon
1040
ProShares Short QQQ
PSQ
$639M
$3.56K ﹤0.01%
+118
DB icon
1041
Deutsche Bank
DB
$62B
$3.54K ﹤0.01%
+92
PLUG icon
1042
Plug Power
PLUG
$3.19B
$3.51K ﹤0.01%
+1,784
EQR icon
1043
Equity Residential
EQR
$23.8B
$3.47K ﹤0.01%
+55
FDIG icon
1044
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$238M
$3.47K ﹤0.01%
+90
DXC icon
1045
DXC Technology
DXC
$2.24B
$3.44K ﹤0.01%
+235
NOK icon
1046
Nokia
NOK
$43.8B
$3.4K ﹤0.01%
+526
KNX icon
1047
Knight Transportation
KNX
$9.9B
$3.39K ﹤0.01%
+65
SOLV icon
1048
Solventum
SOLV
$12.3B
$3.39K ﹤0.01%
+43
AES icon
1049
AES
AES
$10.1B
$3.34K ﹤0.01%
+233
ABAT icon
1050
American Battery Technology Co
ABAT
$448M
$3.34K ﹤0.01%
+1,000