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
301
$227K 0.03%
3,571
-205
302
$227K 0.03%
9,717
303
$225K 0.03%
3,900
304
$224K 0.03%
2,352
305
$224K 0.03%
4,311
+24
306
$221K 0.03%
8,830
+22
307
$219K 0.03%
+7,118
308
$216K 0.03%
400
309
$211K 0.03%
843
310
$207K 0.03%
+4,375
311
$206K 0.03%
+1,022
312
$202K 0.03%
3,980
313
$200K 0.03%
10,000
314
$190K 0.03%
16,668
315
$180K 0.03%
13,750
316
$168K 0.02%
+10,600
317
$140K 0.02%
10,100
318
$125K 0.02%
26,841
-6,098
319
$125K 0.02%
15,800
-16,200
320
$113K 0.02%
167
321
$112K 0.02%
14,400
322
$101K 0.01%
35,000
323
$68.5K 0.01%
9,000
324
$63.8K 0.01%
353
325
$33.2K ﹤0.01%
429
10 11 12
13
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