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
$500M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.52M
3
+$4.49M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.67M
5
OTIS icon
Otis Worldwide
OTIS
+$2.64M

Top Sells

1
+$29.6M
2
+$11.3M
3
+$4.98M
4
MSFT icon
Microsoft
MSFT
+$4.82M
5
AMZN icon
Amazon
AMZN
+$4.71M

Sector Composition

1 Consumer Staples 9.54%
2 Technology 9.16%
3 Consumer Discretionary 8.84%
4 Healthcare 6.75%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.53%
58,767
+1
52
$2.65M 0.53%
11,252
+6,826
53
$2.64M 0.53%
+46,432
54
$2.54M 0.51%
21,705
+2,214
55
$2.52M 0.51%
83,997
+10,356
56
$2.48M 0.5%
94,500
57
$2.46M 0.49%
26,122
-6
58
$2.36M 0.47%
52,817
+7,663
59
$2.3M 0.46%
28,842
+2,646
60
$2.26M 0.45%
4,161
-120
61
$2.18M 0.44%
43,040
62
$2.16M 0.43%
21,252
-4,083
63
$2.15M 0.43%
16,018
-66
64
$2.14M 0.43%
+48,474
65
$2.12M 0.42%
42,600
-389
66
$2.08M 0.42%
5,145
-2,391
67
$2.05M 0.41%
19,723
-6,816
68
$2.01M 0.4%
26,081
69
$1.97M 0.39%
13,986
-45
70
$1.93M 0.39%
+17,382
71
$1.92M 0.38%
6,494
-2,490
72
$1.86M 0.37%
18,637
73
$1.82M 0.37%
48,303
+1,299
74
$1.81M 0.36%
18,450
+1,402
75
$1.79M 0.36%
35,072
1 2
3
4 5