SWM

SHP Wealth Management Portfolio holdings

AUM $1.29B
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
$1.29B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,565
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.35%
2 Financials 2.07%
3 Consumer Discretionary 1.75%
4 Communication Services 1.58%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IHI icon
776
iShares US Medical Devices ETF
IHI
$3.26B
$12.8K ﹤0.01%
+206
EIS icon
777
iShares MSCI Israel ETF
EIS
$891M
$12.8K ﹤0.01%
+116
DXCM icon
778
DexCom
DXCM
$25.6B
$12.7K ﹤0.01%
+191
TBPH icon
779
Theravance Biopharma
TBPH
$788M
$12.5K ﹤0.01%
+670
IYT icon
780
iShares US Transportation ETF
IYT
$947M
$12.5K ﹤0.01%
+168
SOLS
781
Solstice Advanced Materials
SOLS
$11.8B
$12.4K ﹤0.01%
+256
IYY icon
782
iShares Dow Jones US ETF
IYY
$2.6B
$12.4K ﹤0.01%
+75
BYD icon
783
Boyd Gaming
BYD
$6.28B
$12.3K ﹤0.01%
+144
ONC
784
BeOne Medicines Ltd
ONC
$30.9B
$12.2K ﹤0.01%
+40
UHT
785
Universal Health Realty Income Trust
UHT
$564M
$12.1K ﹤0.01%
+308
MOS icon
786
The Mosaic Company
MOS
$7.93B
$12K ﹤0.01%
+500
ZM icon
787
Zoom
ZM
$23.3B
$12K ﹤0.01%
+139
VOT icon
788
Vanguard Mid-Cap Growth ETF
VOT
$16.6B
$12K ﹤0.01%
+43
SYM icon
789
Symbotic
SYM
$6.46B
$11.9K ﹤0.01%
+200
HLN icon
790
Haleon
HLN
$43.7B
$11.9K ﹤0.01%
+1,175
CDNS icon
791
Cadence Design Systems
CDNS
$77.6B
$11.9K ﹤0.01%
+38
IZRL icon
792
ARK Israel Innovative Technology ETF
IZRL
$131M
$11.9K ﹤0.01%
+397
FSTA icon
793
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.4B
$11.8K ﹤0.01%
+240
CALM icon
794
Cal-Maine
CALM
$3.75B
$11.8K ﹤0.01%
+148
KTOS icon
795
Kratos Defense & Security Solutions
KTOS
$14.1B
$11.7K ﹤0.01%
+154
BMNR
796
BitMine Immersion Technologies
BMNR
$8.93B
$11.7K ﹤0.01%
+430
CRVL icon
797
CorVel
CRVL
$2.72B
$11.6K ﹤0.01%
+172
SW
798
Smurfit Westrock
SW
$21.2B
$11.6K ﹤0.01%
+300
VMC icon
799
Vulcan Materials
VMC
$34.9B
$11.6K ﹤0.01%
+41
M icon
800
Macy's
M
$4.83B
$11.6K ﹤0.01%
+525