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
$383M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.1M
3
+$1.55M
4
MAR icon
Marriott International
MAR
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.3M

Top Sells

1
+$3.78M
2
+$3.13M
3
+$1.62M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.55M
5
LOW icon
Lowe's Companies
LOW
+$1.51M

Sector Composition

1 Healthcare 15.08%
2 Consumer Discretionary 12.39%
3 Industrials 10.31%
4 Technology 9.6%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 0.97%
54,286
-3,573
27
$3.62M 0.94%
17,590
+58
28
$3.54M 0.92%
9,890
-26
29
$3.44M 0.9%
152,400
30
$3.38M 0.88%
49,800
-1,400
31
$3.38M 0.88%
93,483
-3,211
32
$3.35M 0.87%
48,600
33
$3.28M 0.86%
37,800
+677
34
$3.21M 0.84%
114,000
+17,500
35
$3.17M 0.83%
52,155
+481
36
$3.06M 0.8%
105,800
37
$3.02M 0.79%
25,297
38
$2.85M 0.74%
108,738
+5,235
39
$2.77M 0.72%
46,300
-13,983
40
$2.77M 0.72%
36,000
41
$2.75M 0.72%
33,900
+1,600
42
$2.67M 0.7%
22,220
-2,080
43
$2.67M 0.7%
63,550
+800
44
$2.54M 0.66%
35,093
+380
45
$2.45M 0.64%
26,622
-200
46
$2.43M 0.64%
163,043
+4,137
47
$2.41M 0.63%
19,677
-892
48
$2.3M 0.6%
22,799
49
$2.26M 0.59%
18,927
+1,960
50
$2.2M 0.57%
109,060
+76,980
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