SWM
Shepherd Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
+12.83%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.41%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$27.8M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.79M |
| 3 |
NVIDIA
NVDA
|
$6.86M |
| 4 |
Meta Platforms (Facebook)
META
|
$4.86M |
| 5 |
Strategy Inc Common Stock Class A
MSTR
|
$4.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.72% |
| 2 | Communication Services | 7.16% |
| 3 | Consumer Discretionary | 6.66% |
| 4 | Industrials | 6.11% |
| 5 | Financials | 3.77% |
