SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$911M
1-Year Est. Return
19.95%
This Fund
S&P 500
1 Year Est. Return
+19.95%
AUM
$884M
AUM Growth
+$28.8M
(+3.4%)
Holding
431
Top Buys
| 1 | +$2.98M | |
| 2 | +$1.86M | |
| 3 | +$1.77M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.71M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$1.68M |
Top Sells
| 1 | +$3.65M | |
| 2 | +$2.04M | |
| 3 | +$1.96M | |
| 4 |
Accenture
ACN
|
+$1.87M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.68M |
Sector Composition
| 1 | Technology | 9.76% |
| 2 | Consumer Discretionary | 9.64% |
| 3 | Financials | 7% |
| 4 | Healthcare | 6.44% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
SS&C Technologies
SSNC
$20B
| – | – |
-3,600
|
|
||
427
Toast
TOST
$18.3B
| – | – |
-13,939
|
|
||
428
United Parcel Service
UPS
$90.1B
| – | – |
-2,450
|
|
||
429
Cohen & Steers Infrastructure Fund
UTF
$2.53B
| – | – |
-7,760
|
|
||
430
Sable Offshore Corp
SOC
$1.4B
| – | – |
-17,861
|
|
||
431
Astera Labs
ALAB
$25.4B
| – | – |
-5,316
|
|