We are live on ! Find out more
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
$1.29B
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
CHYM
1451
Chime Financial
CHYM
$6.62B
$252 ﹤0.01%
+10
EW icon
1452
Edwards Lifesciences
EW
$51.6B
$248 ﹤0.01%
+3
PPTA
1453
DELISTED
Perpetua Resources
PPTA
$242 ﹤0.01%
+10
INBS icon
1454
Intelligent Bio Solutions
INBS
$5.26M
$238 ﹤0.01%
+25
PCAR icon
1455
PACCAR
PCAR
$61.6B
$238 ﹤0.01%
+2
WING icon
1456
Wingstop
WING
$4.24B
$238 ﹤0.01%
+1
APPF icon
1457
AppFolio
APPF
$5.26B
$233 ﹤0.01%
+1
GPGI
1458
GPGI Inc
GPGI
$4.13B
$231 ﹤0.01%
+12
CVAC
1459
DELISTED
CureVac
CVAC
$226 ﹤0.01%
+50
ZS icon
1460
Zscaler
ZS
$20.6B
$225 ﹤0.01%
+1
SPDW icon
1461
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$222 ﹤0.01%
+5
MTZ icon
1462
MasTec
MTZ
$31.1B
$217 ﹤0.01%
+1
AR icon
1463
Antero Resources
AR
$10.8B
$206 ﹤0.01%
+6
VOOV icon
1464
Vanguard S&P 500 Value ETF
VOOV
$6.41B
$205 ﹤0.01%
+1
AVAH icon
1465
Aveanna Healthcare
AVAH
$1.84B
$204 ﹤0.01%
+25
CPAY icon
1466
Corpay
CPAY
$22.5B
$202 ﹤0.01%
+1
AMCX icon
1467
AMC Global Media
AMCX
$428M
$200 ﹤0.01%
+21
AMC icon
1468
AMC Entertainment Holdings
AMC
$1.59B
$195 ﹤0.01%
+125
JBHT icon
1469
JB Hunt Transport Services
JBHT
$25.4B
$194 ﹤0.01%
+1
CING icon
1470
Cingulate
CING
$64.8M
$188 ﹤0.01%
+43
EDIT icon
1471
Editas Medicine
EDIT
$430M
$184 ﹤0.01%
+90
WSM icon
1472
Williams-Sonoma
WSM
$27.7B
$179 ﹤0.01%
+1
CERT icon
1473
Certara
CERT
$845M
$176 ﹤0.01%
+20
GMED icon
1474
Globus Medical
GMED
$11.1B
$175 ﹤0.01%
+2
SMMT icon
1475
Summit Therapeutics
SMMT
$11.1B
$175 ﹤0.01%
+10