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
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.13M
3
+$3.12M
4
AMZN icon
Amazon
AMZN
+$2.22M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Top Sells

1
+$6.51M
2
+$3.67M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.23M
5
CPRT icon
Copart
CPRT
+$1.32M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$369K 0.05%
12,533
+600
252
$367K 0.05%
14,854
-403
253
$366K 0.05%
2,081
-117
254
$366K 0.05%
1,647
255
$365K 0.05%
6,303
256
$362K 0.05%
1,166
+36
257
$359K 0.05%
+1,431
258
$359K 0.05%
+5,698
259
$347K 0.05%
14,077
-2,527
260
$346K 0.05%
10,060
+615
261
$344K 0.05%
+4,308
262
$342K 0.05%
3,300
263
$340K 0.05%
1,818
-11,930
264
$336K 0.05%
3,001
+27
265
$335K 0.05%
7,345
266
$328K 0.05%
5,522
267
$327K 0.05%
14,289
-775
268
$326K 0.05%
4,392
+230
269
$323K 0.05%
450
270
$319K 0.05%
6,700
+1,000
271
$315K 0.05%
5,560
+1
272
$313K 0.05%
11,993
+6
273
$308K 0.05%
15,667
-859
274
$307K 0.04%
3,923
+5
275
$302K 0.04%
9,855
9 10
11
12 13