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
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.13M
3
+$3.12M
4
AMZN icon
Amazon
AMZN
+$2.22M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Top Sells

1
+$6.51M
2
+$3.67M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.23M
5
CPRT icon
Copart
CPRT
+$1.32M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$416K 0.06%
5,724
227
$415K 0.06%
33,345
228
$414K 0.06%
3,122
+4
229
$411K 0.06%
14,311
+729
230
$410K 0.06%
5,315
+85
231
$408K 0.06%
+1,090
232
$405K 0.06%
12,261
-28,490
233
$402K 0.06%
12,177
+11
234
$401K 0.06%
10,573
-650
235
$399K 0.06%
3,514
236
$395K 0.06%
3,624
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237
$392K 0.06%
6,905
238
$390K 0.06%
7,947
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239
$389K 0.06%
845
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240
$388K 0.06%
22,513
-1,435
241
$387K 0.06%
12,820
242
$386K 0.06%
6,680
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243
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13,978
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244
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11,140
+2,448
245
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7,343
-1,455
246
$378K 0.06%
10,182
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247
$378K 0.06%
31,251
248
$375K 0.05%
12,069
+2,246
249
$375K 0.05%
5,692
-321
250
$374K 0.05%
3,745
-180
8 9
10
11 12