SWM
Shepherd Wealth Management Portfolio holdings
AUM $97.3M
This Quarter Return
-4.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.3M
AUM Growth
-$4.44M (-4%)
Cap. Flow
+$2.81M
Cap. Flow % of AUM
2.89%
Top 10 Holdings %Top 10 Hldgs %
70.38%
Holding
52
New
4
Increased
15
Reduced
11
Closed
21
Top Buys
| 1 | $5.32M | |
| 2 | $5.05M | |
| 3 | $4.82M | |
| 4 | $4.17M | |
| 5 | $4.07M |
Top Sells
| 1 | $24.6M | |
| 2 | $5.65M | |
| 3 | $1.78M | |
| 4 | $1.57M | |
| 5 | $1.34M |
Sector Composition
| 1 | Technology | 46.41% |
| 2 | Consumer Discretionary | 14.88% |
| 3 | Financials | 14.32% |
| 4 | Communication Services | 11.27% |
| 5 | Industrials | 2.11% |