SSWM

Sheets Smith Wealth Management Portfolio holdings

AUM $911M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.21M
3
+$2.81M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.07M
5
AMZN icon
Amazon
AMZN
+$1.95M

Top Sells

1
+$6.5M
2
+$3.74M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.13M
5
USMC icon
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
+$1.23M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K ﹤0.01%
20,000
327
$14K ﹤0.01%
35,000
328
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330
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331
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332
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334
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339
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340
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0
341
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-8,944
342
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343
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345
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-6,656
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