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
$307M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$1.84M
3
+$1.84M
4
DLTR icon
Dollar Tree
DLTR
+$1M
5
VZ icon
Verizon
VZ
+$880K

Top Sells

1
+$8.87M
2
+$6.3M
3
+$3.65M
4
EW icon
Edwards Lifesciences
EW
+$2.16M
5
EBAY icon
eBay
EBAY
+$1.45M

Sector Composition

1 Consumer Discretionary 11.93%
2 Industrials 10.89%
3 Healthcare 9.39%
4 Energy 8.96%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.58%
26,822
52
$1.72M 0.56%
113,398
+40,751
53
$1.7M 0.55%
13,225
54
$1.68M 0.55%
24,219
+9,040
55
$1.68M 0.55%
21,327
56
$1.67M 0.54%
35,856
+18,866
57
$1.66M 0.54%
19,093
-385
58
$1.63M 0.53%
22,107
59
$1.45M 0.47%
21,648
-8,000
60
$1.37M 0.45%
41,164
+1,488
61
$1.33M 0.43%
15,398
+5
62
$1.33M 0.43%
19,073
+5
63
$1.31M 0.43%
25,926
64
$1.3M 0.42%
12,654
65
$1.29M 0.42%
18,562
66
$1.28M 0.42%
50,111
+31,510
67
$1.25M 0.41%
45,225
68
$1.24M 0.4%
24,000
69
$1.2M 0.39%
58,461
+94
70
$1.19M 0.39%
18,105
+105
71
$1.18M 0.38%
24,835
+13,117
72
$1.17M 0.38%
45,675
-400
73
$1.14M 0.37%
53,531
+6,531
74
$1.12M 0.36%
27,130
+180
75
$1.1M 0.36%
6,500
+300
1 2
3
4 5