SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
1-Year Return
15.3%
This Quarter Return
+2.01%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$486M
AUM Growth
-$807K
(-0.17%)
Cap. Flow
-$6.75M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
23%
Holding
330
New
18
Increased
124
Reduced
108
Closed
38
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$13.3M |
| 2 |
Truist Financial
TFC
|
$1.93M |
| 3 |
Sherwin-Williams
SHW
|
$1.39M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.28M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$795K |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$1.84M |
| 2 |
Norfolk Southern
NSC
|
$1.12M |
| 3 |
Visa
V
|
$1.08M |
| 4 |
Nike
NKE
|
$975K |
| 5 |
LendingTree
TREE
|
$922K |
Sector Composition
| 1 | Technology | 12.33% |
| 2 | Financials | 10.13% |
| 3 | Industrials | 9% |
| 4 | Healthcare | 8.75% |
| 5 | Consumer Discretionary | 8.41% |
