SWM

Shepherd Wealth Management Portfolio holdings

AUM $144M
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.3M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$5.21M
3
+$4.75M
4
NVDA icon
NVIDIA
NVDA
+$4.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.61M

Top Sells

1
+$26.8M
2
+$6.15M
3
+$1.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M
5
MSTR icon
Strategy Inc
MSTR
+$1.48M

Sector Composition

1 Technology 46.41%
2 Consumer Discretionary 14.88%
3 Financials 14.32%
4 Communication Services 11.27%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,138
52
– –
-14,505
1 2
3