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
$608M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$3.07M
3
+$3.06M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.99M
5
ACN icon
Accenture
ACN
+$1.55M

Top Sells

1
+$11.7M
2
+$5.51M
3
+$4.17M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.95M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.97M

Sector Composition

1 Consumer Staples 9.86%
2 Technology 8.69%
3 Healthcare 8.13%
4 Consumer Discretionary 7.94%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-2,327
352
– –
-9,752
353
– –
-9,834
354
– –
-1,588
355
– –
-11,710
356
– –
-7,189
357
– –
-9,382
358
– –
-11,992
359
– –
-3,872
360
– –
-8,897
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