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
$608M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$3.07M
3
+$3.06M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.99M
5
ACN icon
Accenture
ACN
+$1.55M

Top Sells

1
+$11.7M
2
+$5.51M
3
+$4.17M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.97M

Sector Composition

1 Consumer Staples 9.86%
2 Technology 8.69%
3 Healthcare 8.13%
4 Consumer Discretionary 7.94%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$52K 0.01%
1,269
+231
302
$50K 0.01%
27,071
303
$13K ﹤0.01%
965
304
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-1,889
305
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-398
306
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-9,373
307
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-10,000
308
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-10,312
309
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-16,485
310
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-5,701
311
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-4,618
312
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-37,559
313
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-2,116
314
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-10,276
315
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316
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-1,466
317
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-2,863
318
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319
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320
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321
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322
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323
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324
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325
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-1,991
11 12
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14 15