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
$639M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.67M
3
+$4.34M
4
MBB icon
iShares MBS ETF
MBB
+$2.38M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.26M

Top Sells

1
+$3.79M
2
+$3.68M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.68M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.61M

Sector Composition

1 Healthcare 9.98%
2 Consumer Staples 9.06%
3 Consumer Discretionary 8.34%
4 Technology 7.77%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$90.3K 0.01%
+167
302
$82.8K 0.01%
54,141
303
$61.7K 0.01%
13,300
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304
$57.5K 0.01%
+25,000
305
$45K 0.01%
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306
$31.5K οΉ€0.01%
+35,000
307
$27.1K οΉ€0.01%
1,500
+154
308
– –
0
309
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310
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311
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