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
$356M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.2M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
CC icon
Chemours
CC
+$860K

Top Sells

1
+$5.57M
2
+$2.76M
3
+$1.1M
4
FLS icon
Flowserve
FLS
+$1.04M
5
PPG icon
PPG Industries
PPG
+$1M

Sector Composition

1 Consumer Discretionary 12.64%
2 Healthcare 12.49%
3 Financials 10.64%
4 Technology 9.85%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$243K 0.07%
+4,095
252
$239K 0.07%
6,160
+155
253
$235K 0.07%
1,609
254
$230K 0.06%
+3,003
255
$228K 0.06%
4,700
256
$228K 0.06%
7,406
+2
257
$227K 0.06%
2,144
258
$223K 0.06%
11,630
+605
259
$221K 0.06%
+5,324
260
$216K 0.06%
+11,490
261
$207K 0.06%
+1,305
262
$202K 0.06%
+4,968
263
$201K 0.06%
+513
264
$173K 0.05%
10,423
-1,154
265
$170K 0.05%
28,180
+15
266
$164K 0.05%
14,590
+90
267
$163K 0.05%
13,400
268
$157K 0.04%
20,005
+795
269
$155K 0.04%
12,632
+100
270
$149K 0.04%
10,668
+75
271
$146K 0.04%
21,230
-90
272
$142K 0.04%
10,666
273
$106K 0.03%
3,833
274
$86K 0.02%
20,628
+5,216
275
$19K 0.01%
1,264
9 10
11
12 13