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
$147M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.27M
3
+$3.7M
4
AMZN icon
Amazon
AMZN
+$2.68M
5
PLTR icon
Palantir
PLTR
+$2.38M

Top Sells

1
+$6.02M
2
+$3.61M
3
+$2.33M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.74M

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
– –
-2,173
52
– –
-10,449
53
– –
-13,592
54
– –
-3,974
1 2
3