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
$523M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.53M
3
+$1.63M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.44M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.4M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
KNSL icon
Kinsale Capital Group
KNSL
+$1.03M

Sector Composition

1 Technology 12.17%
2 Financials 9.91%
3 Healthcare 9.86%
4 Consumer Discretionary 8.68%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-4,246
327
– –
-35,668
328
– –
-3,912
329
– –
-43,300
330
– –
-53,531
331
– –
-5,436
332
– –
-9,393
333
– –
-25,200
10 11 12 13
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