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
$356M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.2M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
CC icon
Chemours
CC
+$860K

Top Sells

1
+$5.57M
2
+$2.76M
3
+$1.1M
4
FLS icon
Flowserve
FLS
+$1.04M
5
PPG icon
PPG Industries
PPG
+$1M

Sector Composition

1 Consumer Discretionary 12.64%
2 Healthcare 12.49%
3 Financials 10.64%
4 Technology 9.85%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
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