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
101
$1.56M 0.23%
79,619
+411
102
$1.51M 0.22%
5,678
-200
103
$1.5M 0.22%
29,498
+1,614
104
$1.47M 0.22%
62,109
+3,591
105
$1.46M 0.21%
10,534
-222
106
$1.4M 0.2%
25,664
+272
107
$1.4M 0.2%
11,665
-57
108
$1.36M 0.2%
21,899
-2,004
109
$1.36M 0.2%
6,033
-1,824
110
$1.35M 0.2%
48,531
-740
111
$1.35M 0.2%
21,500
-20,000
112
$1.29M 0.19%
43,165
113
$1.27M 0.19%
37,228
-350
114
$1.26M 0.18%
19,770
+6,195
115
$1.25M 0.18%
52,834
+2,007
116
$1.24M 0.18%
67,633
+25,065
117
$1.24M 0.18%
21,420
+16,169
118
$1.23M 0.18%
7,708
+1,504
119
$1.2M 0.18%
29,053
-337
120
$1.19M 0.17%
45,462
-544
121
$1.19M 0.17%
3,987
+2
122
$1.15M 0.17%
5,229
+3
123
$1.14M 0.17%
11,500
-530
124
$1.11M 0.16%
50,081
-309
125
$1.09M 0.16%
3,978
+133
3 4
5
6 7