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
GH icon
1251
Guardant Health
GH
$12.2B
$1.02K ﹤0.01%
+10
URI icon
1252
United Rentals
URI
$52.5B
$1.02K ﹤0.01%
+1
XMPT icon
1253
VanEck CEF Muni Income ETF
XMPT
$217M
$1.02K ﹤0.01%
+46
ELVR
1254
Elevra Lithium Ltd
ELVR
$866M
$999 ﹤0.01%
+19
AAL icon
1255
American Airlines Group
AAL
$8.23B
$996 ﹤0.01%
+65
UAA icon
1256
Under Armour
UAA
$2.9B
$994 ﹤0.01%
+200
ARW icon
1257
Arrow Electronics
ARW
$7.45B
$992 ﹤0.01%
+9
CHWY icon
1258
Chewy
CHWY
$10.6B
$992 ﹤0.01%
+30
QGEN icon
1259
Qiagen
QGEN
$9.66B
$989 ﹤0.01%
+22
REZI icon
1260
Resideo Technologies
REZI
$5.64B
$983 ﹤0.01%
+28
FSM icon
1261
Fortuna Silver Mines
FSM
$3.78B
$981 ﹤0.01%
+100
KTB icon
1262
Kontoor Brands
KTB
$4.35B
$977 ﹤0.01%
+16
UTHR icon
1263
United Therapeutics
UTHR
$21.5B
$974 ﹤0.01%
+2
DLS icon
1264
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$972 ﹤0.01%
+12
RMD icon
1265
ResMed
RMD
$37.6B
$964 ﹤0.01%
+4
TEF
1266
DELISTED
Telefonica
TEF
$964 ﹤0.01%
+238
GPN icon
1267
Global Payments
GPN
$21.7B
$960 ﹤0.01%
+12
PACS icon
1268
PACS Group
PACS
$5.69B
$960 ﹤0.01%
+25
AWI icon
1269
Armstrong World Industries
AWI
$7.28B
$956 ﹤0.01%
+5
SPHR icon
1270
Sphere Entertainment
SPHR
$3.96B
$951 ﹤0.01%
+10
WCLD icon
1271
WisdomTree Cloud Computing Fund
WCLD
$249M
$945 ﹤0.01%
+27
SPHB icon
1272
Invesco S&P 500 High Beta ETF
SPHB
$651M
$936 ﹤0.01%
+8
PPLT icon
1273
abrdn Physical Platinum Shares ETF
PPLT
$3.08B
$932 ﹤0.01%
+5
STM icon
1274
STMicroelectronics
STM
$29.6B
$932 ﹤0.01%
+36
CHKP icon
1275
Check Point Software Technologies
CHKP
$17.1B
$928 ﹤0.01%
+5