SSWM

Sheets Smith Wealth Management Portfolio holdings

AUM $884M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$742M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$2.71M
3
+$2.33M
4
EPD icon
Enterprise Products Partners
EPD
+$1.88M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.8M

Top Sells

1
+$3.89M
2
+$2.69M
3
+$2.56M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.21M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 10.65%
2 Consumer Discretionary 9.01%
3 Consumer Staples 7.93%
4 Healthcare 7.73%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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2,441
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227
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228
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231
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234
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238
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248
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