SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
1-Year Return
15.3%
This Quarter Return
+5.89%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$487M
AUM Growth
+$25.2M
(+5.5%)
Cap. Flow
+$3.23M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
21.4%
Holding
340
New
27
Increased
103
Reduced
119
Closed
28
Top Buys
| 1 |
PepsiCo
PEP
|
$4.41M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.31M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$1.17M |
| 4 |
Chevron
CVX
|
$1.02M |
| 5 |
COUP
Coupa Software Incorporated
COUP
|
$972K |
Top Sells
| 1 |
Papa John's
PZZA
|
$4.38M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.83M |
| 3 |
Intuitive Surgical
ISRG
|
$1.25M |
| 4 |
FedEx
FDX
|
$1.12M |
| 5 |
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% |
