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
101
$1.42M 0.24%
7,703
+1,823
102
$1.38M 0.23%
43,165
103
$1.36M 0.23%
32,326
-2,120
104
$1.35M 0.22%
3,771
+8
105
$1.3M 0.22%
63,607
+1,220
106
$1.28M 0.21%
105,170
+2,320
107
$1.26M 0.21%
37,325
-2,256
108
$1.25M 0.21%
13,144
+2,463
109
$1.22M 0.2%
4,603
+60
110
$1.21M 0.2%
15,966
+795
111
$1.19M 0.2%
35,659
+910
112
$1.18M 0.2%
50,820
+2,921
113
$1.17M 0.2%
13,790
114
$1.14M 0.19%
81,130
-3,814
115
$1.11M 0.18%
54,873
+807
116
$1.11M 0.18%
24,955
+61
117
$1.09M 0.18%
12,677
+4,965
118
$1.07M 0.18%
28,286
-10,695
119
$1.06M 0.18%
53,567
120
$1.05M 0.17%
10,311
+327
121
$1.04M 0.17%
10,835
+315
122
$1.03M 0.17%
207,926
123
$1.02M 0.17%
15,033
-402
124
$1M 0.17%
37,556
+10
125
$993K 0.17%
11,859
+149
3 4
5
6 7