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
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.13M
3
+$3.12M
4
AMZN icon
Amazon
AMZN
+$2.22M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Top Sells

1
+$6.51M
2
+$3.67M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.23M
5
CPRT icon
Copart
CPRT
+$1.32M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.53%
73,377
+1,938
52
$3.45M 0.5%
23,749
-6,060
53
$3.43M 0.5%
85,468
-602
54
$3.31M 0.48%
15,013
+5,147
55
$3.27M 0.48%
42,572
-681
56
$3.13M 0.46%
+16,263
57
$3.12M 0.46%
36,000
58
$2.95M 0.43%
13,300
+38
59
$2.92M 0.43%
40,250
-136
60
$2.87M 0.42%
57,265
-183
61
$2.78M 0.41%
33,200
62
$2.71M 0.4%
30,236
+565
63
$2.71M 0.4%
23,448
-529
64
$2.68M 0.39%
17,892
+3,074
65
$2.65M 0.39%
18,637
66
$2.63M 0.38%
4,677
67
$2.63M 0.38%
3,801
-43
68
$2.54M 0.37%
27,208
-598
69
$2.48M 0.36%
4,613
+19
70
$2.44M 0.36%
5,069
-40
71
$2.42M 0.35%
30,571
+12,047
72
$2.41M 0.35%
39,354
+4,651
73
$2.4M 0.35%
17,303
-3,364
74
$2.37M 0.35%
17,590
-31
75
$2.36M 0.34%
19,975
-1,989
1 2
3
4 5