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
$487M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.31M
3
+$1.17M
4
CVX icon
Chevron
CVX
+$1.02M
5
COUP
Coupa Software Incorporated
COUP
+$972K

Top Sells

1
+$4.38M
2
+$2.83M
3
+$1.25M
4
FDX icon
FedEx
FDX
+$1.12M
5
V icon
Visa
V
+$1.06M

Sector Composition

1 Technology 13.84%
2 Financials 10.55%
3 Healthcare 9.55%
4 Industrials 9.51%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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329
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330
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-22,096
333
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334
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335
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336
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337
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-20,003
339
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-4,666
340
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-8,467
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