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
376
$61.4K 0.01%
+648
377
$57.3K 0.01%
+435
378
$55.6K 0.01%
+1,112
379
$55.2K 0.01%
+1,007
380
$54.9K 0.01%
+752
381
$54.9K 0.01%
+1,140
382
$54.3K 0.01%
167
383
$54K 0.01%
+338
384
$51.8K 0.01%
+573
385
$51.6K 0.01%
+340
386
$51.2K 0.01%
9,000
387
$49.1K 0.01%
+988
388
$49K 0.01%
+1,292
389
$48.6K 0.01%
+745
390
$46.6K 0.01%
+344
391
$43.8K 0.01%
+25,000
392
$43.3K 0.01%
+1,927
393
$40.8K 0.01%
+2,179
394
$40.3K 0.01%
557
-13,032
395
$39.5K 0.01%
+1,847
396
$39.5K 0.01%
+500
397
$37.9K 0.01%
+967
398
$36.7K 0.01%
+1,633
399
$36.3K 0.01%
+1,804
400
$35.9K 0.01%
+1,574
14 15
16
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