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
$523M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.53M
3
+$1.63M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.44M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.4M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$1.11M
5
KNSL icon
Kinsale Capital Group
KNSL
+$1.03M

Sector Composition

1 Technology 12.17%
2 Financials 9.91%
3 Healthcare 9.86%
4 Consumer Discretionary 8.68%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.34%
8,464
-188
77
$1.77M 0.34%
27,850
78
$1.76M 0.34%
35,072
79
$1.73M 0.33%
11,036
-253
80
$1.69M 0.32%
16,223
-300
81
$1.68M 0.32%
25,855
+1
82
$1.63M 0.31%
+25,562
83
$1.62M 0.31%
9,917
+124
84
$1.61M 0.31%
11,105
85
$1.59M 0.3%
17,409
+169
86
$1.58M 0.3%
53,574
-1,289
87
$1.52M 0.29%
17,327
-6,591
88
$1.48M 0.28%
76,482
+5,616
89
$1.47M 0.28%
16,593
+1,027
90
$1.45M 0.28%
16,748
+542
91
$1.44M 0.27%
101,990
92
$1.44M 0.27%
+7,341
93
$1.42M 0.27%
7,362
-201
94
$1.42M 0.27%
23,860
-80
95
$1.42M 0.27%
12,325
-130
96
$1.4M 0.27%
10,110
-246
97
$1.36M 0.26%
9,201
+500
98
$1.36M 0.26%
2,549
99
$1.35M 0.26%
4,192
100
$1.32M 0.25%
20,759
+130
2 3
4
5 6