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
$462M
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.29M
3
+$1.64M
4
TFC icon
Truist Financial
TFC
+$1.46M
5
CRM icon
Salesforce
CRM
+$1.38M

Top Sells

1
+$1.86M
2
+$1.58M
3
+$1.31M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$1.27M
5
KMX icon
CarMax
KMX
+$838K

Sector Composition

1 Technology 13.79%
2 Consumer Discretionary 10.27%
3 Financials 9.95%
4 Healthcare 9.66%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$347K 0.08%
7,541
-35
252
$345K 0.07%
+4,584
253
$345K 0.07%
2,656
-250
254
$344K 0.07%
+6,256
255
$342K 0.07%
42,729
-180
256
$341K 0.07%
+5,274
257
$340K 0.07%
9,366
258
$339K 0.07%
+2,661
259
$338K 0.07%
+1,854
260
$334K 0.07%
12,823
+205
261
$330K 0.07%
+2,116
262
$328K 0.07%
6,610
-42
263
$327K 0.07%
5,691
+414
264
$326K 0.07%
9,624
-60
265
$321K 0.07%
11,180
+514
266
$314K 0.07%
6,300
267
$313K 0.07%
4,583
-27
268
$307K 0.07%
16,754
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269
$305K 0.07%
8,180
-50
270
$302K 0.07%
8,510
271
$302K 0.07%
2,410
272
$301K 0.07%
8,811
+207
273
$299K 0.06%
3,389
-743
274
$292K 0.06%
5,339
-33
275
$288K 0.06%
5,697
+1
9 10
11
12 13