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
$363M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$7.08M
3
+$5.38M
4
TMUS icon
T-Mobile US
TMUS
+$3.9M
5
MCHP icon
Microchip Technology
MCHP
+$3.32M

Top Sells

1
+$11M
2
+$2.72M
3
+$2.53M
4
GLD icon
SPDR Gold Trust
GLD
+$1.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.37M

Sector Composition

1 Consumer Discretionary 12.71%
2 Industrials 12.51%
3 Healthcare 12.07%
4 Financials 8.92%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.56%
26,822
52
$1.88M 0.52%
21,327
53
$1.86M 0.51%
16,331
+308
54
$1.82M 0.5%
22,107
55
$1.78M 0.49%
17,199
56
$1.76M 0.48%
35,761
-95
57
$1.7M 0.47%
24,053
-166
58
$1.69M 0.47%
18,436
-657
59
$1.49M 0.41%
39,715
-1,449
60
$1.44M 0.4%
19,076
+3
61
$1.42M 0.39%
58,507
+46
62
$1.42M 0.39%
18,562
63
$1.41M 0.39%
20,648
-1,000
64
$1.4M 0.39%
24,000
65
$1.37M 0.38%
24,683
-1,243
66
$1.35M 0.37%
15,524
+126
67
$1.35M 0.37%
18,905
+800
68
$1.34M 0.37%
50,532
+421
69
$1.33M 0.37%
12,081
-573
70
$1.31M 0.36%
23,339
+7,416
71
$1.28M 0.35%
16,219
+2,028
72
$1.27M 0.35%
26,572
+4,115
73
$1.26M 0.35%
45,225
74
$1.25M 0.34%
46,310
+2,744
75
$1.25M 0.34%
25,182
+347
1 2
3
4 5