SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
This Quarter Return
-0.24%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$737M
AUM Growth
+$737M
(-0.68%)
Cap. Flow
+$3.51M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
23.31%
Holding
381
New
22
Increased
105
Reduced
113
Closed
16
Top Buys
| 1 |
AllianceBernstein
AB
|
$2.3M |
| 2 |
NVIDIA
NVDA
|
$1.92M |
| 3 |
iShares Global Tech ETF
IXN
|
$1.56M |
| 4 |
Enterprise Products Partners
EPD
|
$1.41M |
| 5 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
$1.26M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.98M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.16M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$803K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$626K |
| 5 |
Apple
AAPL
|
$613K |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Consumer Discretionary | 8.73% |
| 3 | Consumer Staples | 7.83% |
| 4 | Healthcare | 7.55% |
| 5 | Communication Services | 6.37% |
