SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
1-Year Return
15.3%
This Quarter Return
+9.08%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$806M
AUM Growth
+$68.7M
(+9.3%)
Cap. Flow
+$8.66M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
24.04%
Holding
399
New
34
Increased
144
Reduced
106
Closed
26
Top Buys
Top Sells
| 1 |
Verizon
VZ
|
$3.25M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$2.49M |
| 3 |
Estee Lauder
EL
|
$1.85M |
| 4 |
Nike
NKE
|
$1.69M |
| 5 |
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
|
$1.67M |
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Consumer Discretionary | 8.62% |
| 3 | Consumer Staples | 8.07% |
| 4 | Healthcare | 7.42% |
| 5 | Financials | 6.05% |
