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
$424M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$4M
3
+$1.42M
4
LH icon
Labcorp
LH
+$1.36M
5
LAZ icon
Lazard
LAZ
+$1.27M

Top Sells

1
+$2.46M
2
+$2.23M
3
+$1.36M
4
V icon
Visa
V
+$1.25M
5
NKE icon
Nike
NKE
+$1.22M

Sector Composition

1 Financials 13.01%
2 Consumer Discretionary 12.35%
3 Healthcare 11.64%
4 Technology 9.81%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$275K 0.06%
9,572
+31
277
$272K 0.06%
+14,845
278
$270K 0.06%
1,450
-40
279
$270K 0.06%
8,511
+2
280
$265K 0.06%
5,177
281
$264K 0.06%
4,590
+80
282
$263K 0.06%
7,134
283
$262K 0.06%
22,152
+51
284
$262K 0.06%
+4,080
285
$261K 0.06%
8,400
286
$256K 0.06%
3,161
+27
287
$254K 0.06%
5,300
+332
288
$252K 0.06%
1,227
289
$249K 0.06%
+3,769
290
$245K 0.06%
2,904
-349
291
$242K 0.06%
23,271
292
$240K 0.06%
4,400
293
$240K 0.06%
+5,004
294
$239K 0.06%
1,661
+198
295
$239K 0.06%
+5,095
296
$237K 0.06%
+9,114
297
$230K 0.05%
3,228
-1,804
298
$227K 0.05%
3,710
299
$227K 0.05%
+9,000
300
$223K 0.05%
3,100
+148
10 11
12
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