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
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.13M
3
+$3.12M
4
AMZN icon
Amazon
AMZN
+$2.22M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Top Sells

1
+$6.51M
2
+$3.67M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.23M
5
CPRT icon
Copart
CPRT
+$1.32M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.27M 0.33%
13,699
+56
77
$2.21M 0.32%
54,269
-3,981
78
$2.16M 0.32%
34,407
-1,146
79
$2.15M 0.32%
56,947
-7,609
80
$2.12M 0.31%
10,212
-125
81
$2.08M 0.3%
63,620
-1,000
82
$2.08M 0.3%
4,686
+743
83
$2.06M 0.3%
11,560
84
$2.05M 0.3%
+27,244
85
$2.02M 0.3%
113,558
+4,334
86
$1.92M 0.28%
9,483
-300
87
$1.92M 0.28%
31,111
+579
88
$1.92M 0.28%
52,215
+224
89
$1.91M 0.28%
30,700
-100
90
$1.87M 0.27%
37,265
+492
91
$1.78M 0.26%
23,056
-297
92
$1.76M 0.26%
31,763
+2,514
93
$1.76M 0.26%
26,353
-132
94
$1.75M 0.26%
17,842
+1,420
95
$1.73M 0.25%
3,318
96
$1.67M 0.24%
73,077
+1,068
97
$1.65M 0.24%
93,564
+2,900
98
$1.64M 0.24%
30,061
-2,779
99
$1.63M 0.24%
15,027
+563
100
$1.58M 0.23%
86,990
2 3
4
5 6