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
$383M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.1M
3
+$1.55M
4
MAR icon
Marriott International
MAR
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.3M

Top Sells

1
+$3.78M
2
+$3.13M
3
+$1.62M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.55M
5
LOW icon
Lowe's Companies
LOW
+$1.51M

Sector Composition

1 Healthcare 15.08%
2 Consumer Discretionary 12.39%
3 Industrials 10.31%
4 Technology 9.6%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.57%
21,277
52
$2.14M 0.56%
38,100
53
$2.13M 0.55%
17,845
-277
54
$2.1M 0.55%
17,629
+2,366
55
$2.1M 0.55%
+19,821
56
$2.01M 0.52%
29,057
+4,569
57
$2M 0.52%
58,312
+1,982
58
$1.95M 0.51%
21,800
-407
59
$1.9M 0.5%
34,388
-405
60
$1.86M 0.49%
71,928
-1,368
61
$1.79M 0.47%
38,544
-1,079
62
$1.78M 0.47%
19,291
-766
63
$1.74M 0.45%
37,174
+1,148
64
$1.74M 0.45%
37,850
-68,100
65
$1.67M 0.44%
16,004
+343
66
$1.66M 0.43%
164,580
+5,650
67
$1.63M 0.42%
126,750
-2,205
68
$1.63M 0.42%
32,225
69
$1.62M 0.42%
45,225
70
$1.58M 0.41%
9,673
-40
71
$1.58M 0.41%
4,649
-276
72
$1.58M 0.41%
62,175
+851
73
$1.57M 0.41%
18,562
74
$1.54M 0.4%
18,977
+3
75
$1.53M 0.4%
27,920
+29
1 2
3
4 5