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
$371M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$964K
3 +$662K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$634K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$610K

Top Sells

1 +$6.53M
2 +$3.03M
3 +$2.92M
4
RP
RealPage, Inc.
RP
+$1.96M
5
LAZ icon
Lazard
LAZ
+$1.79M

Sector Composition

1 Healthcare 11.31%
2 Consumer Discretionary 10.93%
3 Technology 10.76%
4 Financials 9.84%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-3,572
352
-2,217
353
-4,766