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SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$1B
1-Year Est. Return
29.77%
This Fund
S&P 500
This Quarter
Est. Return
+10.97%
1 Year Est. Return
+29.77%
3 Year Est. Return
+75.79%
5 Year Est. Return
+87.61%
10 Year Est. Return
+392.23%
AUM
$363M
AUM Growth
+$55.1M
(+18%)
Cap. Flow
+$28.3M
Cap. Flow
% of AUM
7.8%
Top 10 Holdings %
Top 10 Hldgs %
23.45%
Holding
282
New
48
Increased
101
Reduced
63
Closed
21
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$15M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$6.58M |
| 3 |
T-Mobile US
TMUS
|
+$5.29M |
| 4 |
AGN
Allergan plc
AGN
|
+$5.01M |
| 5 |
Microchip Technology
MCHP
|
+$3.11M |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$11M |
| 2 |
Target
TGT
|
+$2.72M |
| 3 |
Qualcomm
QCOM
|
+$2.53M |
| 4 |
SPDR Gold Trust
GLD
|
+$1.7M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.42M |
Sector Composition
| 1 | Consumer Discretionary | 12.71% |
| 2 | Industrials | 12.51% |
| 3 | Healthcare | 12.07% |
| 4 | Financials | 8.92% |
| 5 | Energy | 7.93% |
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