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
$356M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.2M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
CC icon
Chemours
CC
+$860K

Top Sells

1
+$5.57M
2
+$2.76M
3
+$1.1M
4
FLS icon
Flowserve
FLS
+$1.04M
5
PPG icon
PPG Industries
PPG
+$1M

Sector Composition

1 Consumer Discretionary 12.64%
2 Healthcare 12.49%
3 Financials 10.64%
4 Technology 9.85%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.93%
51,200
27
$3.18M 0.89%
55,236
-13,761
28
$3.14M 0.88%
23,284
-330
29
$3.04M 0.85%
26,522
30
$2.81M 0.79%
23,715
+38
31
$2.77M 0.78%
36,000
32
$2.76M 0.77%
90,000
33
$2.74M 0.77%
40,600
34
$2.66M 0.75%
45,999
+207
35
$2.62M 0.74%
19,714
-365
36
$2.59M 0.73%
34,800
37
$2.58M 0.72%
21,902
-525
38
$2.53M 0.71%
67,480
-2,000
39
$2.52M 0.71%
126,475
-3,495
40
$2.5M 0.7%
6,560
+90
41
$2.48M 0.69%
21,130
42
$2.45M 0.69%
34,000
-1,000
43
$2.29M 0.64%
31,987
-458
44
$2.22M 0.62%
69,069
+1,206
45
$2.19M 0.61%
58,226
+18
46
$2.18M 0.61%
40,889
+1,016
47
$2.08M 0.58%
+18,547
48
$2.06M 0.58%
19,600
49
$2.06M 0.58%
17,599
-225
50
$2.01M 0.56%
49,851
-1,202
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2
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