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SSWM

Sheets Smith Wealth Management Portfolio holdings

AUM $1B
1-Year Est. Return 29.77%
This Fund
S&P 500
This Quarter Est. Return
+14.21%
1 Year Est. Return
+29.77%
3 Year Est. Return
+75.79%
5 Year Est. Return
+87.61%
10 Year Est. Return
+392.23%
AUM
$1B
AUM Growth
+$112M
Cap. Flow
+$19.8M
Cap. Flow %
1.98%
Top 10 Hldgs %
27.26%
Holding
424
New
31
Increased
141
Reduced
146
Closed
16

Top Buys

1
AVTM
Avantis Total Equity Markets ETF
AVTM
+$25.3M
2
LOW icon
Lowe's Companies
LOW
+$3.07M
3
ITB icon
iShares US Home Construction ETF
ITB
+$1.56M
4
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.48M
5
PANW icon
Palo Alto Networks
PANW
+$1.4M

Top Sells

1
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.91M
2
HD icon
Home Depot
HD
+$2.74M
3
HON icon
Honeywell
HON
+$2.24M
4
WSM icon
Williams-Sonoma
WSM
+$1.36M
5
COHR icon
Coherent
COHR
+$1.25M

Sector Composition

1 Technology 8.73%
2 Healthcare 6.62%
3 Industrials 6.57%
4 Financials 6.45%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXP icon
226
Eagle Materials
EXP
$6.38B
$864K 0.09%
3,839
+1,039
+37% +$217K
ARIS
227
Aris Mining
ARIS
$2.97B
$859K 0.09%
57,698
– –
ATI icon
228
ATI
ATI
$26.4B
$857K 0.09%
4,349
– –
DDWM icon
229
WisdomTree Dynamic International Equity Fund
DDWM
$1.46B
$841K 0.08%
18,209
+406
+2% +$18.7K
DIA icon
230
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$831K 0.08%
1,591
– –
PNFP icon
231
Pinnacle Financial Partners Inc
PNFP
$15.1B
$813K 0.08%
8,062
+1,929
+31% +$185K
REGN icon
232
Regeneron Pharmaceuticals
REGN
$69.7B
$811K 0.08%
1,300
+1
+0.1% +$681
CAC icon
233
Camden National
CAC
$916M
$796K 0.08%
14,683
+363
+3% +$18.2K
DRI icon
234
Darden Restaurants
DRI
$22.5B
$779K 0.08%
3,781
-500
-12% -$100K
LGLV icon
235
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.16B
$776K 0.08%
4,274
– –
PG icon
236
Procter & Gamble
PG
$345B
$772K 0.08%
5,264
– –
HGER icon
237
Harbor Commodity All-Weather Strategy ETF
HGER
$3.56B
$765K 0.08%
26,066
– –
ENB icon
238
Enbridge
ENB
$123B
$765K 0.08%
14,103
– –
USRT icon
239
iShares Core US REIT ETF
USRT
$4.51B
$761K 0.08%
+11,456
New +$738K
IRM icon
240
Iron Mountain
IRM
$36.8B
$761K 0.08%
6,025
– –
CALM icon
241
Cal-Maine
CALM
$4.04B
$753K 0.08%
9,341
+2,974
+47% +$230K
HQY icon
242
HealthEquity
HQY
$7.95B
$749K 0.07%
8,292
-233
-3% -$19.8K
ROAD icon
243
Construction Partners
ROAD
$5.87B
$746K 0.07%
6,280
– –
KAI icon
244
Kadant
KAI
$3.55B
$739K 0.07%
2,353
-45
-2% -$14K
IAU icon
245
iShares Gold Trust
IAU
$63B
$736K 0.07%
9,748
-6,031
-38% -$512K
VCLT icon
246
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.99B
$735K 0.07%
9,769
– –
QXO
247
QXO Inc
QXO
$15.9B
$734K 0.07%
42,487
+23,757
+127% +$442K
CCJ icon
248
Cameco
CCJ
$39.6B
$730K 0.07%
7,163
– –
WFC icon
249
Wells Fargo
WFC
$265B
$725K 0.07%
8,773
+14
+0.2% +$1.13K
PIM
250
Putnam Master Intermediate Income Trust
PIM
$152M
$724K 0.07%
224,014
-14,070
-6% -$45.2K
8 9
10
11 12

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