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
$416M
AUM Growth
-$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$3.34M
3
+$2.79M
4
BABA icon
Alibaba
BABA
+$2.17M
5
AAPL icon
Apple
AAPL
+$1.32M

Top Sells

1
+$7.61M
2
+$4.15M
3
+$2.93M
4
LGIH icon
LGI Homes
LGIH
+$1.54M
5
SRCL
Stericycle Inc
SRCL
+$1.27M

Sector Composition

1 Financials 13.5%
2 Consumer Discretionary 12.6%
3 Healthcare 10.37%
4 Technology 9.55%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.51%
17,018
52
$2.1M 0.5%
51,444
53
$2.05M 0.49%
8,550
54
$2.01M 0.48%
190,908
+70,446
55
$2M 0.48%
19,824
+500
56
$2M 0.48%
9,333
+1,979
57
$1.95M 0.47%
18,924
-91
58
$1.95M 0.47%
65,076
-21
59
$1.94M 0.47%
19,394
+219
60
$1.9M 0.46%
39,668
+307
61
$1.83M 0.44%
14,322
+389
62
$1.77M 0.43%
11,015
-171
63
$1.77M 0.43%
37,600
+500
64
$1.73M 0.42%
12,488
65
$1.72M 0.41%
5,898
-63
66
$1.71M 0.41%
50,667
+249
67
$1.71M 0.41%
63,311
-185
68
$1.65M 0.4%
17,375
-11,526
69
$1.61M 0.39%
35,475
70
$1.61M 0.39%
30,561
-627
71
$1.61M 0.39%
13,800
-3,500
72
$1.61M 0.39%
26,575
+207
73
$1.6M 0.38%
16,815
-223
74
$1.59M 0.38%
20,838
+1,845
75
$1.55M 0.37%
63,375
-194
1 2
3
4 5