S
SharpePoint Portfolio holdings
AUM
$97.2M
1 Year Est. Return
–
AUM
$97.2M
AUM Growth
-$17M
(-15%)
Holding
79
Top Buys
| 1 | +$2M | |
| 2 | +$1.17M | |
| 3 | +$538K | |
| 4 |
Permian Resources
PR
|
+$333K |
| 5 |
Williams Companies
WMB
|
+$218K |
Top Sells
| 1 | +$6.38M | |
| 2 | +$3.43M | |
| 3 | +$3.37M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.58M |
| 5 |
Tesla
TSLA
|
+$2.42M |
Sector Composition
| 1 | Industrials | 17.33% |
| 2 | Energy | 12.77% |
| 3 | Technology | 12.28% |
| 4 | Communication Services | 5.46% |
| 5 | Financials | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Waste Management
WM
$87.1B
| – | – |
-1,200
|
|
||
77
Walmart
WMT
$851B
| – | – |
-3,041
|
|
||
78
Xcel Energy
XEL
$48B
| – | – |
-3,124
|
|
||
79
GE Vernova
GEV
$162B
| – | – |
-9,088
|
|