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
$806M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$7.54M
3
+$2.15M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.97M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.77M

Top Sells

1
+$3.25M
2
+$2.49M
3
+$1.85M
4
NKE icon
Nike
NKE
+$1.69M
5
HYXF icon
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
+$1.67M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 8.62%
3 Consumer Staples 8.07%
4 Healthcare 7.42%
5 Financials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$520K 0.06%
1,365
+1
227
$519K 0.06%
3,742
+200
228
$517K 0.06%
34,443
+250
229
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+5,527
230
$514K 0.06%
11,194
+6,052
231
$499K 0.06%
5,946
+19
232
$497K 0.06%
10,050
-51
233
$495K 0.06%
9,503
+113
234
$495K 0.06%
5,844
235
$493K 0.06%
3,793
236
$493K 0.06%
1,533
237
$487K 0.06%
9,539
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238
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1,172
-10
239
$484K 0.06%
4,712
+17
240
$477K 0.06%
2,863
241
$473K 0.06%
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242
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12,712
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243
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244
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7,622
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245
$454K 0.06%
11,963
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246
$454K 0.06%
5,273
+1
247
$450K 0.06%
+1,392
248
$448K 0.06%
9,491
+36
249
$448K 0.06%
10,614
+39
250
$439K 0.05%
4,336
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10
11 12