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
451
$10.2K ﹤0.01%
+242
452
$10K ﹤0.01%
+371
453
$10K ﹤0.01%
+133
454
$9.49K ﹤0.01%
+300
455
$8.37K ﹤0.01%
35,000
456
$7.96K ﹤0.01%
+300
457
$7.84K ﹤0.01%
+245
458
$7.64K ﹤0.01%
+86
459
$7.22K ﹤0.01%
+29
460
$7.15K ﹤0.01%
+688
461
$5.29K ﹤0.01%
+100
462
$5.05K ﹤0.01%
+68
463
$4.56K ﹤0.01%
+100
464
$4.32K ﹤0.01%
+46
465
$3.65K ﹤0.01%
+200
466
$3.47K ﹤0.01%
+100
467
$3.33K ﹤0.01%
+125
468
$3.05K ﹤0.01%
+100
469
$2.98K ﹤0.01%
+50
470
$2.77K ﹤0.01%
+155
471
$2.55K ﹤0.01%
+20
472
$2.48K ﹤0.01%
+30
473
$2.36K ﹤0.01%
+11
474
$2.34K ﹤0.01%
+22
475
$2.34K ﹤0.01%
+54
17 18
19
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