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
$487M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.31M
3
+$1.17M
4
CVX icon
Chevron
CVX
+$1.02M
5
COUP
Coupa Software Incorporated
COUP
+$972K

Top Sells

1
+$4.38M
2
+$2.83M
3
+$1.25M
4
FDX icon
FedEx
FDX
+$1.12M
5
V icon
Visa
V
+$1.06M

Sector Composition

1 Technology 13.84%
2 Financials 10.55%
3 Healthcare 9.55%
4 Industrials 9.51%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.06%
4,505
-40
277
$273K 0.06%
2,700
278
$271K 0.06%
16,754
279
$270K 0.06%
5,845
-1,696
280
$268K 0.06%
7,134
281
$264K 0.05%
+4,939
282
$257K 0.05%
2,810
-326
283
$254K 0.05%
+1,877
284
$252K 0.05%
5,313
-378
285
$247K 0.05%
8,848
286
$246K 0.05%
+4,970
287
$243K 0.05%
5,184
-329
288
$242K 0.05%
+1,539
289
$242K 0.05%
4,441
+636
290
$241K 0.05%
5,989
291
$240K 0.05%
10,475
292
$238K 0.05%
+655
293
$237K 0.05%
21,467
+54
294
$235K 0.05%
7,510
-1,000
295
$234K 0.05%
1,667
296
$233K 0.05%
9,263
+95
297
$229K 0.05%
3,108
-105
298
$227K 0.05%
11,528
299
$221K 0.05%
3,700
300
$219K 0.05%
+17,855
10 11
12
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