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
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.13M
3
+$3.12M
4
AMZN icon
Amazon
AMZN
+$2.22M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Top Sells

1
+$6.51M
2
+$3.67M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.23M
5
CPRT icon
Copart
CPRT
+$1.32M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$299K 0.04%
1,544
277
$298K 0.04%
3,565
-500
278
$297K 0.04%
6,300
279
$293K 0.04%
+3,325
280
$291K 0.04%
3,704
281
$283K 0.04%
25,185
+81
282
$281K 0.04%
1,658
+131
283
$279K 0.04%
4,840
-1,597
284
$271K 0.04%
17,585
-13,868
285
$271K 0.04%
1,091
-100
286
$270K 0.04%
+1,508
287
$269K 0.04%
10,815
+100
288
$262K 0.04%
10,400
289
$259K 0.04%
1,505
290
$252K 0.04%
4,990
291
$252K 0.04%
1,742
-376
292
$249K 0.04%
4,831
293
$247K 0.04%
2,450
294
$242K 0.04%
2,500
295
$239K 0.04%
1,800
296
$239K 0.03%
+9,343
297
$238K 0.03%
+3,519
298
$236K 0.03%
+2,720
299
$232K 0.03%
1,630
300
$229K 0.03%
1,271
+1
10 11
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