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
$362M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.67M
3
+$1.26M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.16M

Top Sells

1
+$3.04M
2
+$2.26M
3
+$2.21M
4
V icon
Visa
V
+$2.11M
5
NKE icon
Nike
NKE
+$1.86M

Sector Composition

1 Healthcare 14.9%
2 Consumer Discretionary 12.15%
3 Technology 10.37%
4 Industrials 9.95%
5 Financials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.4%
32,225
77
$1.43M 0.39%
19,730
+1
78
$1.42M 0.39%
42,926
+35,102
79
$1.37M 0.38%
10,567
-337
80
$1.35M 0.37%
163,224
+7,866
81
$1.31M 0.36%
12,517
+285
82
$1.31M 0.36%
13,779
-417
83
$1.29M 0.36%
11,356
-195
84
$1.25M 0.34%
5,523
-47
85
$1.24M 0.34%
7,248
-3
86
$1.23M 0.34%
15,227
+1,401
87
$1.23M 0.34%
15,773
+1,630
88
$1.22M 0.34%
37,015
+158
89
$1.2M 0.33%
16,710
-79
90
$1.2M 0.33%
+11,398
91
$1.18M 0.33%
40,143
-1,212
92
$1.17M 0.32%
21,661
-61
93
$1.16M 0.32%
+15,356
94
$1.15M 0.32%
+11,538
95
$1.15M 0.32%
47,052
-798
96
$1.14M 0.31%
19,475
+601
97
$1.12M 0.31%
+9,475
98
$1.12M 0.31%
35,993
-1,721
99
$1.11M 0.31%
20,313
-292
100
$1.1M 0.3%
11,541
-328
2 3
4
5 6