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
$639M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.67M
3
+$4.34M
4
MBB icon
iShares MBS ETF
MBB
+$2.38M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.26M

Top Sells

1
+$3.79M
2
+$3.68M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.68M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.61M

Sector Composition

1 Healthcare 9.98%
2 Consumer Staples 9.06%
3 Consumer Discretionary 8.34%
4 Technology 7.77%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$307K 0.05%
2,138
-55
252
$304K 0.05%
5,251
253
$298K 0.05%
9,415
+90
254
$295K 0.05%
6,303
255
$293K 0.05%
+1,647
256
$292K 0.05%
+6,499
257
$292K 0.05%
9,601
258
$292K 0.05%
31,251
259
$291K 0.05%
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260
$283K 0.04%
6,437
261
$282K 0.04%
9,842
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262
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6,475
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263
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+3,704
264
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265
$275K 0.04%
8,356
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266
$274K 0.04%
9,312
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267
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+1,479
268
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25,033
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269
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10,628
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270
$260K 0.04%
+4,566
271
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32,000
272
$251K 0.04%
10,400
273
$248K 0.04%
+4,501
274
$247K 0.04%
4,990
275
$243K 0.04%
3,267
-600
9 10
11
12 13