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
$487M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.31M
3
+$1.17M
4
CVX icon
Chevron
CVX
+$1.02M
5
COUP
Coupa Software Incorporated
COUP
+$972K

Top Sells

1
+$4.38M
2
+$2.83M
3
+$1.25M
4
FDX icon
FedEx
FDX
+$1.12M
5
V icon
Visa
V
+$1.06M

Sector Composition

1 Technology 13.84%
2 Financials 10.55%
3 Healthcare 9.55%
4 Industrials 9.51%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.54%
64,900
+12,000
52
$2.6M 0.53%
15,445
-734
53
$2.59M 0.53%
50,769
+117
54
$2.51M 0.52%
39,280
55
$2.47M 0.51%
43,298
+540
56
$2.43M 0.5%
28,973
-1,442
57
$2.42M 0.5%
37,994
+1
58
$2.26M 0.46%
19,586
-496
59
$2.23M 0.46%
64,677
+9,596
60
$2.21M 0.45%
13,081
-685
61
$2.16M 0.44%
14,233
+2,843
62
$2.16M 0.44%
26,339
-382
63
$2.14M 0.44%
38,895
+3,516
64
$2.11M 0.43%
40,242
65
$2.1M 0.43%
35,350
-125
66
$2.1M 0.43%
18,924
67
$2.08M 0.43%
30,739
+1
68
$2.07M 0.42%
16,628
+96
69
$2.07M 0.42%
50,298
+230
70
$2.06M 0.42%
30,931
+3,930
71
$2.05M 0.42%
11,767
+67
72
$2.04M 0.42%
25,264
+9,934
73
$2.04M 0.42%
7,692
-133
74
$2.02M 0.41%
16,235
+8,161
75
$2M 0.41%
26,968
-562
1 2
3
4 5