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
$344M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.11M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.57M
5
GE icon
GE Aerospace
GE
+$1.25M

Top Sells

1
+$6.98M
2
+$3.4M
3
+$2.61M
4
FL
Foot Locker
FL
+$2.46M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49M

Sector Composition

1 Consumer Discretionary 12.94%
2 Healthcare 12.67%
3 Industrials 9.15%
4 Technology 8.66%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-8,818
277
– –
-10,213
278
– –
-6,883
8 9 10 11
12