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
$355M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.05M
3
+$1.62M
4
APA icon
APA Corp
APA
+$1.16M
5
SUPN icon
Supernus Pharmaceuticals
SUPN
+$941K

Top Sells

1
+$1.72M
2
+$1.46M
3
+$1.42M
4
VMC icon
Vulcan Materials
VMC
+$1.25M
5
SIMO icon
Silicon Motion
SIMO
+$1.16M

Sector Composition

1 Healthcare 13.35%
2 Consumer Discretionary 12.81%
3 Technology 9.36%
4 Financials 8.35%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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