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
$383M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.1M
3
+$1.55M
4
MAR icon
Marriott International
MAR
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.3M

Top Sells

1
+$3.78M
2
+$3.13M
3
+$1.62M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.55M
5
LOW icon
Lowe's Companies
LOW
+$1.51M

Sector Composition

1 Healthcare 15.08%
2 Consumer Discretionary 12.39%
3 Industrials 10.31%
4 Technology 9.6%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.39%
24,000
77
$1.49M 0.39%
34,722
+6,055
78
$1.42M 0.37%
18,541
-222
79
$1.37M 0.36%
10,904
+322
80
$1.37M 0.36%
12,232
+6,217
81
$1.35M 0.35%
19,729
+454
82
$1.34M 0.35%
74,650
83
$1.33M 0.35%
34,351
-616
84
$1.3M 0.34%
+16,657
85
$1.29M 0.34%
23,429
+297
86
$1.28M 0.33%
19,105
87
$1.27M 0.33%
+7,333
88
$1.27M 0.33%
155,358
+63,510
89
$1.25M 0.32%
+14,196
90
$1.24M 0.32%
18,874
91
$1.21M 0.32%
+11,551
92
$1.2M 0.31%
+12,118
93
$1.18M 0.31%
+5,540
94
$1.17M 0.3%
+34,743
95
$1.16M 0.3%
38,484
-456
96
$1.16M 0.3%
5,091
+5
97
$1.16M 0.3%
5,570
+609
98
$1.12M 0.29%
14,143
-63
99
$1.12M 0.29%
+13,010
100
$1.11M 0.29%
+37,714
2 3
4
5 6