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
$331M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$2M
3
+$1.65M
4
EXPD icon
Expeditors International
EXPD
+$1.22M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.15M

Top Sells

1
+$4.95M
2
+$3.29M
3
+$1.23M
4
DATA
Tableau Software, Inc.
DATA
+$989K
5
AMSG
Amsurg Corp
AMSG
+$978K

Sector Composition

1 Healthcare 13.9%
2 Consumer Discretionary 13.39%
3 Financials 10.2%
4 Technology 8.6%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.57%
19,030
+200
52
$1.79M 0.54%
69,028
+1,300
53
$1.79M 0.54%
23,561
+13,901
54
$1.77M 0.54%
69,289
-1,494
55
$1.74M 0.52%
37,536
+90
56
$1.67M 0.5%
42,121
+1,786
57
$1.65M 0.5%
+15,695
58
$1.63M 0.49%
10,597
+83
59
$1.61M 0.49%
20,130
+35
60
$1.6M 0.48%
12,994
+100
61
$1.58M 0.48%
29,114
+704
62
$1.58M 0.48%
23,970
+670
63
$1.52M 0.46%
14,844
+45
64
$1.52M 0.46%
18,637
+75
65
$1.49M 0.45%
11,296
+171
66
$1.49M 0.45%
19,119
-1,438
67
$1.49M 0.45%
41,425
68
$1.48M 0.45%
18,990
+4
69
$1.45M 0.44%
34,410
-4,000
70
$1.38M 0.42%
20,048
+15,604
71
$1.37M 0.42%
46,764
+522
72
$1.34M 0.4%
38,871
+5
73
$1.26M 0.38%
17,527
-1,622
74
$1.24M 0.38%
12,576
75
$1.24M 0.37%
152,886
-9,246
1 2
3
4 5