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
426
$24.8K ﹤0.01%
+1,000
427
$24.4K ﹤0.01%
+1,000
428
$23.2K ﹤0.01%
+286
429
$21.9K ﹤0.01%
+800
430
$21.9K ﹤0.01%
+1,281
431
$21.6K ﹤0.01%
+1,533
432
$20.9K ﹤0.01%
+860
433
$19.6K ﹤0.01%
+230
434
$18.6K ﹤0.01%
+108
435
$17.4K ﹤0.01%
+156
436
$17.1K ﹤0.01%
+250
437
$16.6K ﹤0.01%
+806
438
$16.4K ﹤0.01%
+219
439
$15K ﹤0.01%
+300
440
$14.5K ﹤0.01%
+35
441
$14.2K ﹤0.01%
+800
442
$13.8K ﹤0.01%
+200
443
$13.3K ﹤0.01%
+400
444
$13.1K ﹤0.01%
+260
445
$12.8K ﹤0.01%
+123
446
$12.3K ﹤0.01%
429
447
$11.8K ﹤0.01%
+90
448
$11.5K ﹤0.01%
+203
449
$11.3K ﹤0.01%
+493
450
$11.1K ﹤0.01%
+547
16 17
18
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