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
$703M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.72M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.33M
5
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$2.02M

Top Sells

1
+$2.95M
2
+$2.93M
3
+$1.5M
4
CPRT icon
Copart
CPRT
+$1.12M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.05M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 9.16%
3 Healthcare 8.13%
4 Consumer Staples 7.51%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$330K 0.05%
7,014
-397
277
$330K 0.05%
23,966
+2,202
278
$327K 0.05%
2,971
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279
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280
$325K 0.05%
10,881
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281
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72,219
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282
$318K 0.05%
6,282
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283
$316K 0.05%
2,830
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284
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285
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286
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287
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288
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1,505
-50
289
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+726
290
$287K 0.04%
22,216
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291
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6,300
292
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24,345
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293
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11,036
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294
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295
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296
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2,507
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297
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20,706
+8,425
298
$260K 0.04%
4,831
299
$260K 0.04%
5,000
300
$258K 0.04%
+1,609
10 11
12
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