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
$483M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.53M
3
+$1.97M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.89M
5
MSFT icon
Microsoft
MSFT
+$1.88M

Top Sells

1
+$1.56M
2
+$1.25M
3
+$919K
4
LCII icon
LCI Industries
LCII
+$892K
5
BLD icon
TopBuild
BLD
+$868K

Sector Composition

1 Technology 12.89%
2 Consumer Discretionary 12.32%
3 Healthcare 10.69%
4 Financials 10.46%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$392K 0.08%
+2,326
252
$392K 0.08%
5,735
+71
253
$390K 0.08%
4,759
+56
254
$390K 0.08%
18,073
+251
255
$389K 0.08%
+4,244
256
$386K 0.08%
+6,719
257
$385K 0.08%
+4,141
258
$382K 0.08%
7,499
259
$379K 0.08%
+3,135
260
$377K 0.08%
5,890
+396
261
$377K 0.08%
30,693
+364
262
$373K 0.08%
13,510
-510
263
$372K 0.08%
+6,200
264
$369K 0.08%
4,722
+56
265
$369K 0.08%
6,147
+69
266
$367K 0.08%
17,950
+4,847
267
$366K 0.08%
+7,300
268
$365K 0.08%
+8,343
269
$358K 0.07%
1,525
270
$357K 0.07%
+13,960
271
$354K 0.07%
6,846
+82
272
$351K 0.07%
4,796
-142
273
$346K 0.07%
4,292
-81
274
$346K 0.07%
10,185
+532
275
$333K 0.07%
5,537
+67
9 10
11
12 13