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
$416M
AUM Growth
-$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$3.34M
3
+$2.79M
4
BABA icon
Alibaba
BABA
+$2.17M
5
AAPL icon
Apple
AAPL
+$1.32M

Top Sells

1
+$7.61M
2
+$4.15M
3
+$2.93M
4
LGIH icon
LGI Homes
LGIH
+$1.54M
5
SRCL
Stericycle Inc
SRCL
+$1.27M

Sector Composition

1 Financials 13.5%
2 Consumer Discretionary 12.6%
3 Healthcare 10.37%
4 Technology 9.55%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$316K 0.08%
+4,591
252
$315K 0.08%
3,944
-626
253
$314K 0.08%
2,668
-18
254
$312K 0.08%
2,144
-3,828
255
$312K 0.08%
4,855
+75
256
$312K 0.08%
21,716
+84
257
$305K 0.07%
5,165
+70
258
$303K 0.07%
4,155
+60
259
$301K 0.07%
+16,162
260
$298K 0.07%
4,050
-89
261
$294K 0.07%
+4,900
262
$291K 0.07%
2,508
263
$291K 0.07%
9,612
+40
264
$287K 0.07%
1,525
+75
265
$286K 0.07%
12,316
-85
266
$285K 0.07%
2,487
+11
267
$280K 0.07%
5,975
268
$277K 0.07%
+11,753
269
$276K 0.07%
3,961
+19
270
$271K 0.07%
5,384
+60
271
$271K 0.07%
8,611
+100
272
$268K 0.06%
5,119
+115
273
$266K 0.06%
4,590
274
$263K 0.06%
8,428
-17
275
$260K 0.06%
22,203
+51
9 10
11
12 13