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
$599M
AUM Growth
-$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$3.47M
3
+$1.53M
4
TJX icon
TJX Companies
TJX
+$1.34M
5
ACN icon
Accenture
ACN
+$900K

Top Sells

1
+$4.61M
2
+$4.54M
3
+$1.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$801K

Sector Composition

1 Technology 8.91%
2 Consumer Discretionary 8.74%
3 Consumer Staples 8.71%
4 Healthcare 7.81%
5 Financials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.33%
114,549
+1,426
77
$1.91M 0.32%
38,124
+1,526
78
$1.91M 0.32%
26,577
+5,777
79
$1.89M 0.32%
58,108
+586
80
$1.82M 0.3%
4,817
81
$1.81M 0.3%
14,203
-154
82
$1.78M 0.3%
44,044
+1,874
83
$1.74M 0.29%
62,730
+560
84
$1.73M 0.29%
11,185
-900
85
$1.73M 0.29%
10,336
+1,550
86
$1.68M 0.28%
3,318
87
$1.64M 0.27%
10,046
+375
88
$1.63M 0.27%
8,654
+273
89
$1.58M 0.26%
5,878
90
$1.57M 0.26%
35,711
+1,704
91
$1.56M 0.26%
30,485
+90
92
$1.54M 0.26%
8,212
+1
93
$1.53M 0.26%
24,887
+3,004
94
$1.51M 0.25%
15,681
+1,073
95
$1.49M 0.25%
78,442
+3,318
96
$1.46M 0.24%
30,675
+6,200
97
$1.46M 0.24%
86,990
98
$1.44M 0.24%
33,504
+798
99
$1.43M 0.24%
22,544
+2,565
100
$1.43M 0.24%
13,957
+149
2 3
4
5 6