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
301
$254K 0.04%
14,397
-8,309
302
$252K 0.04%
+400
303
$252K 0.04%
1,310
+431
304
$247K 0.04%
2,450
305
$247K 0.04%
2,995
-1,058
306
$247K 0.04%
30,007
307
$246K 0.04%
1,022
308
$244K 0.03%
+4,514
309
$241K 0.03%
1,387
-160
310
$241K 0.03%
4,350
+38
311
$240K 0.03%
3,900
312
$237K 0.03%
9,717
313
$237K 0.03%
2,352
314
$236K 0.03%
3,551
-22
315
$234K 0.03%
+461
316
$232K 0.03%
+1,631
317
$232K 0.03%
3,299
-199
318
$227K 0.03%
4,700
-2,000
319
$221K 0.03%
+843
320
$220K 0.03%
+3,600
321
$218K 0.03%
12,202
+1,225
322
$218K 0.03%
3,792
323
$216K 0.03%
+1,589
324
$209K 0.03%
4,000
325
$207K 0.03%
+4,053
11 12
13
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