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
$703M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.72M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.33M
5
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$2.02M

Top Sells

1
+$2.95M
2
+$2.93M
3
+$1.5M
4
CPRT icon
Copart
CPRT
+$1.12M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.05M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 9.16%
3 Healthcare 8.13%
4 Consumer Staples 7.51%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 1.04%
131,117
+89
27
$6.94M 0.99%
19,777
28
$6.93M 0.99%
373,404
+1,812
29
$6.79M 0.97%
155,891
-584
30
$6.44M 0.92%
244,510
+7,000
31
$6.02M 0.86%
108,655
+5
32
$5.92M 0.84%
49,709
-13
33
$5.55M 0.79%
3,914
+14
34
$5.49M 0.78%
167,177
+8,423
35
$5.45M 0.77%
84,032
-1,280
36
$5.23M 0.74%
67,655
-5,552
37
$5.1M 0.73%
57,047
38
$4.93M 0.7%
39,203
-100
39
$4.75M 0.68%
5,731
+100
40
$4.66M 0.66%
43,022
-2,800
41
$4.61M 0.66%
43,777
-301
42
$4.44M 0.63%
40,996
-884
43
$4.33M 0.62%
127,182
-1,179
44
$4.25M 0.6%
52,239
-427
45
$4.11M 0.59%
24,133
+369
46
$4.07M 0.58%
82,180
-4,240
47
$3.95M 0.56%
23,212
-622
48
$3.78M 0.54%
155,996
-1,224
49
$3.77M 0.54%
5,343
+381
50
$3.68M 0.52%
12,790
-520
1
2
3 4 5