S
SharpePoint Portfolio holdings
AUM
$111M
1-Year Est. Return
39.17%
1 Year Est. Return
+39.17%
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
Costco
COST
$428B
| – | – |
-211
|
|
||
77
Purple Innovation
PRPL
$83.4M
| – | – |
-10,460
|
|
||
78
Qualcomm
QCOM
$171B
| – | – |
-2,450
|
|
||
79
GE Vernova
GEV
$185B
| – | – |
-9,088
|
|