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SWM

SHP Wealth Management Portfolio holdings

AUM $1.33B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,938
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$63.4M
3
+$12.6M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.2M
5
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$5.39M

Top Sells

1
+$68.8M
2
+$23.4M
3
+$4.28M
4
FLBL icon
Franklin Senior Loan ETF
FLBL
+$3.4M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.19M

Sector Composition

1 Technology 4.84%
2 Financials 1.76%
3 Consumer Discretionary 1.51%
4 Communication Services 1.38%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORI icon
726
Old Republic International
ORI
$9.74B
$19.9K ﹤0.01%
500
TBT icon
727
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$292M
$19.9K ﹤0.01%
567
DOW icon
728
Dow Inc
DOW
$21.1B
$19.8K ﹤0.01%
475
+99
GSEW icon
729
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.8B
$19.7K ﹤0.01%
233
SCYB icon
730
Schwab High Yield Bond ETF
SCYB
$2.59B
$19.6K ﹤0.01%
+752
AEM icon
731
Agnico Eagle Mines
AEM
$78.1B
$19.5K ﹤0.01%
96
+62
TPL icon
732
Texas Pacific Land
TPL
$27B
$19.5K ﹤0.01%
41
+8
CDNS icon
733
Cadence Design Systems
CDNS
$102B
$19.4K ﹤0.01%
70
+32
LWAY icon
734
Lifeway Foods
LWAY
$463M
$19.3K ﹤0.01%
1,000
TSCO icon
735
Tractor Supply
TSCO
$16.1B
$19.2K ﹤0.01%
424
+69
SYF icon
736
Synchrony
SYF
$26.4B
$19.1K ﹤0.01%
281
+25
APLD icon
737
Applied Digital
APLD
$11.7B
$19K ﹤0.01%
800
+150
BF.A icon
738
Brown-Forman Class A
BF.A
$12.9B
$19K ﹤0.01%
708
LIT icon
739
Global X Lithium & Battery Tech ETF
LIT
$1.81B
$18.9K ﹤0.01%
255
-7
BAB icon
740
Invesco Taxable Municipal Bond ETF
BAB
$1.05B
$18.9K ﹤0.01%
702
BCS icon
741
Barclays
BCS
$92.1B
$18.9K ﹤0.01%
892
-219
PL icon
742
Planet Labs
PL
$9.45B
$18.9K ﹤0.01%
675
FUTY icon
743
Fidelity MSCI Utilities Index ETF
FUTY
$2.41B
$18.8K ﹤0.01%
318
ALB icon
744
Albemarle
ALB
$16.6B
$18.7K ﹤0.01%
+104
FLEX icon
745
Flex
FLEX
$59.1B
$18.7K ﹤0.01%
285
GRID
746
DELISTED
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$18.6K ﹤0.01%
+114
SRE icon
747
Sempra
SRE
$61.1B
$18.5K ﹤0.01%
190
+78
RIOT icon
748
Riot Platforms
RIOT
$10.5B
$18.5K ﹤0.01%
1,493
-2
GEHC icon
749
GE HealthCare
GEHC
$29.5B
$18.3K ﹤0.01%
257
+7
VBR icon
750
Vanguard Small-Cap Value ETF
VBR
$36.7B
$18.2K ﹤0.01%
84
+44
28 29
30
31 32