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
$487M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.31M
3
+$1.17M
4
CVX icon
Chevron
CVX
+$1.02M
5
COUP
Coupa Software Incorporated
COUP
+$972K

Top Sells

1
+$4.38M
2
+$2.83M
3
+$1.25M
4
FDX icon
FedEx
FDX
+$1.12M
5
V icon
Visa
V
+$1.06M

Sector Composition

1 Technology 13.84%
2 Financials 10.55%
3 Healthcare 9.55%
4 Industrials 9.51%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.4%
68,150
77
$1.96M 0.4%
23,303
-742
78
$1.95M 0.4%
15,376
+7,676
79
$1.9M 0.39%
16,523
-300
80
$1.84M 0.38%
21,325
-951
81
$1.79M 0.37%
8,724
-65
82
$1.78M 0.36%
7,280
+60
83
$1.75M 0.36%
35,072
84
$1.73M 0.36%
19,639
+25
85
$1.67M 0.34%
32,761
+2,253
86
$1.67M 0.34%
11,986
+20
87
$1.66M 0.34%
14,512
-68
88
$1.66M 0.34%
53,855
+1,260
89
$1.65M 0.34%
11,105
90
$1.6M 0.33%
14,386
+589
91
$1.46M 0.3%
9,757
-112
92
$1.45M 0.3%
6,064
-9
93
$1.43M 0.29%
30,594
+1,001
94
$1.39M 0.28%
19,068
+28
95
$1.36M 0.28%
53,566
+614
96
$1.32M 0.27%
11,041
-146
97
$1.3M 0.27%
16,198
+10
98
$1.29M 0.26%
16,813
+511
99
$1.28M 0.26%
23,090
+650
100
$1.28M 0.26%
50,085
-1,250
2 3
4
5 6