SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
1-Year Return
15.3%
This Quarter Return
+10.58%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$703M
AUM Growth
+$46.3M
(+7%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
24.05%
Holding
525
New
40
Increased
119
Reduced
137
Closed
172
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$6.96M |
| 2 |
Microsoft
MSFT
|
$4.72M |
| 3 |
CVS Health
CVS
|
$3.43M |
| 4 |
Apple
AAPL
|
$2.33M |
| 5 |
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
|
$2.02M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$2.95M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$2.93M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.5M |
| 4 |
Copart
CPRT
|
$1.12M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.05M |
Sector Composition
| 1 | Technology | 10.36% |
| 2 | Consumer Discretionary | 9.16% |
| 3 | Healthcare | 8.13% |
| 4 | Consumer Staples | 7.36% |
| 5 | Industrials | 7.33% |
