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
401
$35.5K 0.01%
+1,012
402
$34.9K 0.01%
+333
403
$33.9K 0.01%
+593
404
$33.8K 0.01%
+236
405
$33.2K 0.01%
+490
406
$33.2K 0.01%
+1,100
407
$32.6K 0.01%
+400
408
$32.4K ﹤0.01%
+433
409
$32.2K ﹤0.01%
+797
410
$31.1K ﹤0.01%
+431
411
$30.9K ﹤0.01%
+306
412
$30.8K ﹤0.01%
+195
413
$30.2K ﹤0.01%
20,000
414
$29.5K ﹤0.01%
+1,390
415
$29K ﹤0.01%
+533
416
$28.8K ﹤0.01%
+1,100
417
$28.5K ﹤0.01%
+1,517
418
$27.9K ﹤0.01%
200
-6,060
419
$27.8K ﹤0.01%
+25,000
420
$26.2K ﹤0.01%
+592
421
$25.6K ﹤0.01%
+326
422
$25.6K ﹤0.01%
+325
423
$25.5K ﹤0.01%
+1,000
424
$25.3K ﹤0.01%
+367
425
$25.1K ﹤0.01%
+513
15 16
17
18 19