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
$356M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.2M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
CC icon
Chemours
CC
+$860K

Top Sells

1
+$5.57M
2
+$2.76M
3
+$1.1M
4
FLS icon
Flowserve
FLS
+$1.04M
5
PPG icon
PPG Industries
PPG
+$1M

Sector Composition

1 Consumer Discretionary 12.64%
2 Healthcare 12.49%
3 Financials 10.64%
4 Technology 9.85%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.56%
22,945
+50
52
$1.92M 0.54%
76,143
53
$1.92M 0.54%
27,811
+5
54
$1.92M 0.54%
48,400
-2,620
55
$1.88M 0.53%
12,442
+29
56
$1.88M 0.53%
40,600
-4,000
57
$1.83M 0.51%
67,689
58
$1.82M 0.51%
17,485
-4,867
59
$1.75M 0.49%
55,197
-6,470
60
$1.73M 0.49%
18,637
61
$1.71M 0.48%
55,474
+11,025
62
$1.71M 0.48%
31,020
-32
63
$1.69M 0.47%
41,475
+50
64
$1.67M 0.47%
14,462
+103
65
$1.64M 0.46%
12,794
66
$1.63M 0.46%
19,123
+130
67
$1.56M 0.44%
17,326
-1,416
68
$1.52M 0.43%
17,555
+741
69
$1.5M 0.42%
16,881
-395
70
$1.49M 0.42%
28,200
71
$1.47M 0.41%
19,675
72
$1.44M 0.4%
33,360
+5,687
73
$1.42M 0.4%
12,781
-68
74
$1.4M 0.39%
11,654
-563
75
$1.39M 0.39%
66,518
-412
1 2
3
4 5