SSWM

Sheets Smith Wealth Management Portfolio holdings

AUM $911M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
-$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$2.87M
3
+$1.96M
4
BXE
Bellatrix Exploration Ltd.
BXE
+$1.9M
5
NOW icon
ServiceNow
NOW
+$1.29M

Top Sells

1
+$15.1M
2
+$6.5M
3
+$3.67M
4
ECL icon
Ecolab
ECL
+$1.56M
5
NBL
Noble Energy, Inc.
NBL
+$1.41M

Sector Composition

1 Industrials 13.02%
2 Healthcare 12.89%
3 Consumer Discretionary 10.97%
4 Financials 8.47%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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