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
$703M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.72M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.33M
5
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$2.02M

Top Sells

1
+$2.95M
2
+$2.93M
3
+$1.5M
4
CPRT icon
Copart
CPRT
+$1.12M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.05M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 9.16%
3 Healthcare 8.13%
4 Consumer Staples 7.51%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.52%
52,060
+414
52
$3.55M 0.5%
84,425
+486
53
$3.45M 0.49%
14,835
-353
54
$3.43M 0.49%
36,478
-55
55
$3.39M 0.48%
21,588
-300
56
$3.34M 0.48%
16,263
57
$3.31M 0.47%
66,960
-1,330
58
$3.29M 0.47%
36,000
59
$3.12M 0.44%
4,728
+74
60
$3.1M 0.44%
41,200
+261
61
$3.07M 0.44%
78,241
+51,516
62
$3.05M 0.43%
19,300
+464
63
$3.04M 0.43%
3,748
-43
64
$2.96M 0.42%
38,769
-272
65
$2.85M 0.41%
29,345
-690
66
$2.79M 0.4%
18,637
67
$2.74M 0.39%
42,116
-88
68
$2.69M 0.38%
39,829
+503
69
$2.66M 0.38%
16,603
-700
70
$2.64M 0.38%
5,014
-30
71
$2.61M 0.37%
62,008
+1,917
72
$2.55M 0.36%
33,200
73
$2.51M 0.36%
52,320
-351
74
$2.44M 0.35%
48,649
-235
75
$2.44M 0.35%
15,749
-502
1 2
3
4 5