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
$523M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.53M
3
+$1.63M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.44M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.4M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
KNSL icon
Kinsale Capital Group
KNSL
+$1.03M

Sector Composition

1 Technology 12.17%
2 Financials 9.91%
3 Healthcare 9.86%
4 Consumer Discretionary 8.68%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.56%
37,400
52
$2.87M 0.55%
9,780
+3,275
53
$2.57M 0.49%
41,905
+1,783
54
$2.44M 0.47%
19,591
+3
55
$2.38M 0.46%
32,783
+52
56
$2.35M 0.45%
4,680
57
$2.34M 0.45%
40,157
+3
58
$2.28M 0.44%
7,698
-70
59
$2.26M 0.43%
23,828
+2,678
60
$2.24M 0.43%
37,742
61
$2.23M 0.43%
18,637
62
$2.23M 0.43%
15,289
-129
63
$2.19M 0.42%
15,194
+8,358
64
$2.14M 0.41%
7,584
-2,628
65
$2.09M 0.4%
26,719
-231
66
$2.09M 0.4%
16,326
+23
67
$2.03M 0.39%
32,245
-435
68
$2M 0.38%
21,256
69
$1.95M 0.37%
38,469
+735
70
$1.93M 0.37%
22,322
-459
71
$1.89M 0.36%
12,927
+878
72
$1.87M 0.36%
66,435
+5,885
73
$1.81M 0.35%
10,227
+310
74
$1.78M 0.34%
47,890
-2,695
75
$1.77M 0.34%
33,019
+157
1 2
3
4 5