SWM
Shepherd Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
-4.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.3M
AUM Growth
+$97.3M
(-4.4%)
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 |
Tesla
TSLA
|
$5.32M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$5.05M |
| 3 |
CrowdStrike
CRWD
|
$4.82M |
| 4 |
Amazon
AMZN
|
$4.17M |
| 5 |
Apple
AAPL
|
$4.07M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$24.6M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.65M |
| 3 |
Palo Alto Networks
PANW
|
$1.78M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.57M |
| 5 |
Strategy Inc Common Stock Class A
MSTR
|
$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% |