SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
1-Year Return
15.3%
This Quarter Return
+1.43%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$819M
AUM Growth
+$1.74M
(+0.21%)
Cap. Flow
+$4.38M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
25.21%
Holding
400
New
26
Increased
145
Reduced
123
Closed
25
Top Buys
| 1 |
Uber
UBER
|
$3.71M |
| 2 |
Blackrock
BLK
|
$3.7M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.41M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$1.41M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.04M |
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$3.65M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.63M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.09M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.08M |
| 5 |
ODDITY Tech
ODD
|
$912K |
Sector Composition
| 1 | Technology | 11.16% |
| 2 | Consumer Discretionary | 10.03% |
| 3 | Industrials | 7.23% |
| 4 | Healthcare | 6.76% |
| 5 | Financials | 6.46% |
