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
$657M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.3M
3
+$1.29M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.06M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$8.11M
2
+$3.39M
3
+$1.91M
4
ALB icon
Albemarle
ALB
+$1.05M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$996K

Sector Composition

1 Technology 9.49%
2 Consumer Discretionary 8.65%
3 Healthcare 8.19%
4 Consumer Staples 7.77%
5 Industrials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$95.4K 0.01%
+3,936
352
$95.2K 0.01%
35,000
353
$92.6K 0.01%
+3,896
354
$91.5K 0.01%
+2,027
355
$91.1K 0.01%
+2,470
356
$90.7K 0.01%
+263
357
$90.7K 0.01%
+917
358
$90.6K 0.01%
+2,000
359
$89.5K 0.01%
+2,550
360
$88.2K 0.01%
+225
361
$87.4K 0.01%
+1,508
362
$85.2K 0.01%
+3,500
363
$84.9K 0.01%
+1,024
364
$79K 0.01%
+1,191
365
$77.6K 0.01%
+3,500
366
$77.2K 0.01%
+1,430
367
$76.1K 0.01%
+1,495
368
$73.1K 0.01%
+4,116
369
$71.4K 0.01%
+2,660
370
$71.3K 0.01%
+377
371
$70.1K 0.01%
+1,175
372
$68.3K 0.01%
+1,636
373
$67.7K 0.01%
+1,395
374
$67K 0.01%
+870
375
$66.5K 0.01%
+2,100
13 14
15
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