SWM
Shepherd Wealth Management Portfolio holdings
AUM
$144M
1-Year Est. Return
43.05%
This Fund
S&P 500
1 Year Est. Return
+43.05%
AUM
$150M
AUM Growth
+$3.55M
(+2.4%)
Holding
55
Top Buys
| 1 | +$12.7M | |
| 2 | +$4.58M | |
| 3 | +$3.36M | |
| 4 |
Emerson Electric
EMR
|
+$3.28M |
| 5 |
Goldman Sachs
GS
|
+$3.08M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$8.68M | |
| 3 | +$5.87M | |
| 4 |
CrowdStrike
CRWD
|
+$5.26M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.09M |
Sector Composition
| 1 | Technology | 41.96% |
| 2 | Consumer Discretionary | 16.17% |
| 3 | Financials | 11.97% |
| 4 | Industrials | 9.67% |
| 5 | Communication Services | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Blackstone
BX
$110B
| – | – |
-1,300
|
|
||
52
Bunge Global
BG
$21.6B
| – | – |
-2,600
|
|
||
53
AutoZone
AZO
$61B
| – | – |
-112
|
|
||
54
Arista Networks
ANET
$182B
| – | – |
-3,252
|
|
||
55
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
| – | – |
-5,829
|
|