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
$462M
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.29M
3
+$1.64M
4
TFC icon
Truist Financial
TFC
+$1.46M
5
CRM icon
Salesforce
CRM
+$1.38M

Top Sells

1
+$1.86M
2
+$1.58M
3
+$1.31M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$1.27M
5
KMX icon
CarMax
KMX
+$838K

Sector Composition

1 Technology 13.79%
2 Consumer Discretionary 10.27%
3 Financials 9.95%
4 Healthcare 9.66%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.4%
55,081
+281
77
$1.8M 0.39%
11,390
+8,685
78
$1.79M 0.39%
4,692
+1,060
79
$1.78M 0.39%
7,220
-199
80
$1.76M 0.38%
19,614
+108
81
$1.74M 0.38%
27,001
+11
82
$1.74M 0.38%
8,789
-2,672
83
$1.71M 0.37%
35,072
-1,028
84
$1.67M 0.36%
11,966
-10
85
$1.61M 0.35%
52,595
+7,638
86
$1.53M 0.33%
19,040
+70
87
$1.53M 0.33%
30,508
-313
88
$1.51M 0.33%
14,580
+7,050
89
$1.5M 0.33%
13,797
+56
90
$1.46M 0.32%
11,105
-12,064
91
$1.46M 0.32%
8,033
-2,417
92
$1.43M 0.31%
9,869
+1,249
93
$1.39M 0.3%
11,187
-20
94
$1.38M 0.3%
29,593
+405
95
$1.32M 0.29%
16,302
+2,534
96
$1.31M 0.28%
51,335
+325
97
$1.28M 0.28%
16,188
+10
98
$1.25M 0.27%
52,952
+1,822
99
$1.25M 0.27%
+6,588
100
$1.22M 0.26%
+15,330
2 3
4
5 6