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
HERO icon
1276
Global X Video Games & Esports ETF
HERO
$85.5M
$922 ﹤0.01%
+31
SIRI icon
1277
SiriusXM
SIRI
$7.58B
$920 ﹤0.01%
+46
EXAS icon
1278
Exact Sciences
EXAS
$19.7B
$913 ﹤0.01%
+9
SMIN icon
1279
iShares MSCI India Small-Cap ETF
SMIN
$654M
$909 ﹤0.01%
+13
MMYT icon
1280
MakeMyTrip
MMYT
$4.83B
$903 ﹤0.01%
+11
DOC icon
1281
Healthpeak Properties
DOC
$12.3B
$900 ﹤0.01%
+56
EWBC icon
1282
East-West Bancorp
EWBC
$15.2B
$899 ﹤0.01%
+8
LCID icon
1283
Lucid Motors
LCID
$3.37B
$889 ﹤0.01%
+84
VOOG icon
1284
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
$889 ﹤0.01%
+2
TWST icon
1285
Twist Bioscience
TWST
$2.95B
$888 ﹤0.01%
+28
ETD icon
1286
Ethan Allen Interiors
ETD
$572M
$868 ﹤0.01%
+38
SJM icon
1287
J.M. Smucker
SJM
$12B
$867 ﹤0.01%
+9
INVZ icon
1288
Innoviz Technologies
INVZ
$182M
$853 ﹤0.01%
+1,000
PODD icon
1289
Insulet
PODD
$17B
$852 ﹤0.01%
+3
CGC
1290
Canopy Growth
CGC
$408M
$838 ﹤0.01%
+735
NTRS icon
1291
Northern Trust
NTRS
$26.4B
$824 ﹤0.01%
+6
AWK icon
1292
American Water Works
AWK
$26.5B
$819 ﹤0.01%
+6
XSOE icon
1293
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.89B
$819 ﹤0.01%
+21
ARIS
1294
Aris Mining
ARIS
$4.31B
$812 ﹤0.01%
+50
KHC icon
1295
Kraft Heinz
KHC
$28.5B
$800 ﹤0.01%
+33
GNOM icon
1296
Global X Genomics & Biotechnology ETF
GNOM
$51.5M
$773 ﹤0.01%
+17
SRPT icon
1297
Sarepta Therapeutics
SRPT
$1.69B
$753 ﹤0.01%
+35
NOV icon
1298
NOV
NOV
$7.01B
$750 ﹤0.01%
+48
AS icon
1299
Amer Sports
AS
$20.5B
$747 ﹤0.01%
+20
UPST icon
1300
Upstart Holdings
UPST
$2.69B
$743 ﹤0.01%
+17