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SSWM
EFOR
Sheets Smith Wealth Management’s
Everforth Inc
EFOR
Stock Holding History
Sheets Smith Wealth Management’s Portfolio
EFOR Stock Details
EFOR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-17,617
Closed
-$792K
–
241
2015
Q4
$792K
Buy
+17,617
New
+$770K
0.24%
123
2015
Q3
–
Sell
-22,091
Closed
-$868K
–
213
2015
Q2
$868K
Buy
+22,091
New
+$844K
0.24%
126
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$879M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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