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
$487M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.31M
3
+$1.17M
4
CVX icon
Chevron
CVX
+$1.02M
5
COUP
Coupa Software Incorporated
COUP
+$972K

Top Sells

1
+$4.38M
2
+$2.83M
3
+$1.25M
4
FDX icon
FedEx
FDX
+$1.12M
5
V icon
Visa
V
+$1.06M

Sector Composition

1 Technology 13.84%
2 Financials 10.55%
3 Healthcare 9.55%
4 Industrials 9.51%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$351K 0.07%
13,409
+586
252
$348K 0.07%
9,530
+1,350
253
$346K 0.07%
13,141
254
$342K 0.07%
9,529
-95
255
$338K 0.07%
9,366
256
$334K 0.07%
4,538
-45
257
$331K 0.07%
1,952
+98
258
$327K 0.07%
11,202
+22
259
$318K 0.07%
4,527
-57
260
$316K 0.06%
+3,557
261
$316K 0.06%
28,347
-1,189
262
$314K 0.06%
7,110
263
$314K 0.06%
6,300
264
$312K 0.06%
2,410
265
$307K 0.06%
5,339
266
$300K 0.06%
13,388
267
$299K 0.06%
+14,364
268
$295K 0.06%
3,389
269
$294K 0.06%
2,657
+1
270
$290K 0.06%
6,374
+1,684
271
$286K 0.06%
+5,386
272
$284K 0.06%
14,991
-166
273
$281K 0.06%
3,587
+1
274
$280K 0.06%
4,553
275
$278K 0.06%
5,702
+5
9 10
11
12 13