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
$383M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.1M
3
+$1.55M
4
MAR icon
Marriott International
MAR
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.3M

Top Sells

1
+$3.78M
2
+$3.13M
3
+$1.62M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.55M
5
LOW icon
Lowe's Companies
LOW
+$1.51M

Sector Composition

1 Healthcare 15.08%
2 Consumer Discretionary 12.39%
3 Industrials 10.31%
4 Technology 9.6%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
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