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
$383M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.1M
3
+$1.55M
4
MAR icon
Marriott International
MAR
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.3M

Top Sells

1
+$3.78M
2
+$3.13M
3
+$1.62M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.55M
5
LOW icon
Lowe's Companies
LOW
+$1.51M

Sector Composition

1 Healthcare 15.08%
2 Consumer Discretionary 12.39%
3 Industrials 10.31%
4 Technology 9.6%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.29%
13,826
+434
102
$1.09M 0.28%
36,857
+795
103
$1.09M 0.28%
7,251
-173
104
$1.07M 0.28%
+5,806
105
$1.05M 0.27%
+4,609
106
$1.05M 0.27%
15,189
+4,104
107
$1.05M 0.27%
47,000
108
$1.04M 0.27%
12,807
+59
109
$1.04M 0.27%
26,937
-520
110
$1.03M 0.27%
11,869
+46
111
$1.03M 0.27%
+16,789
112
$1.02M 0.27%
+21,722
113
$1.01M 0.26%
108,590
+50,000
114
$996K 0.26%
10,534
-198
115
$990K 0.26%
+27,361
116
$988K 0.26%
6,647
-192
117
$977K 0.25%
+47,850
118
$976K 0.25%
+25,747
119
$972K 0.25%
+35,874
120
$965K 0.25%
33,358
-2,061
121
$964K 0.25%
10,214
+500
122
$956K 0.25%
+22,593
123
$948K 0.25%
19,196
+8,615
124
$942K 0.25%
11,898
125
$929K 0.24%
+25,774
3 4
5
6 7