SWM
Shepherd Wealth Management Portfolio holdings
AUM
$147M
1 Year Est. Return
–
AUM
$147M
AUM Growth
+$49.7M
(+51%)
Holding
54
Top Buys
| 1 | +$11.8M | |
| 2 | +$8.94M | |
| 3 | +$4.16M | |
| 4 |
Tesla
TSLA
|
+$4.06M |
| 5 |
Palantir
PLTR
|
+$3.78M |
Top Sells
| 1 | +$6.02M | |
| 2 | +$4.09M | |
| 3 | +$2.54M | |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$1.93M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.86M |
Sector Composition
| 1 | Technology | 53.65% |
| 2 | Consumer Discretionary | 17.36% |
| 3 | Financials | 14.71% |
| 4 | Communication Services | 3.74% |
| 5 | Industrials | 2.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 2000 ETF
IWM
$69.9B
| – | – |
-2,173
|
|
||
52
Meta Platforms (Facebook)
META
$1.8T
| – | – |
-10,449
|
|
||
53
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.32B
| – | – |
-13,592
|
|
||
54
Williams Companies
WMB
$76.3B
| – | – |
-3,974
|
|