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
$344M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.35M
3
+$2.14M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.81M
5
GE icon
GE Aerospace
GE
+$1.29M

Top Sells

1
+$7.01M
2
+$3.51M
3
+$2.69M
4
FL
Foot Locker
FL
+$2.46M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49M

Sector Composition

1 Consumer Discretionary 12.94%
2 Healthcare 12.67%
3 Industrials 9.15%
4 Technology 8.66%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.58%
67,689
52
$1.92M 0.56%
12,594
-400
53
$1.9M 0.55%
48,720
+2,145
54
$1.85M 0.54%
41,425
55
$1.83M 0.53%
28,990
56
$1.82M 0.53%
28,278
-3,910
57
$1.82M 0.53%
12,070
+8,555
58
$1.82M 0.53%
35,553
-573
59
$1.81M 0.53%
+65,430
60
$1.78M 0.52%
14,649
+3
61
$1.76M 0.51%
18,351
+8,060
62
$1.64M 0.48%
2,070
+25
63
$1.62M 0.47%
16,600
+278
64
$1.58M 0.46%
18,637
65
$1.58M 0.46%
18,993
66
$1.51M 0.44%
12,641
+9,681
67
$1.5M 0.43%
44,804
+1,389
68
$1.46M 0.42%
19,822
+7,256
69
$1.44M 0.42%
23,145
70
$1.43M 0.42%
30,273
+952
71
$1.42M 0.41%
25,592
-631
72
$1.4M 0.41%
16,352
-3,643
73
$1.4M 0.41%
12,576
74
$1.39M 0.4%
18,349
-35,489
75
$1.38M 0.4%
28,200
+400
1 2
3
4 5