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
$703M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.72M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.33M
5
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$2.02M

Top Sells

1
+$2.95M
2
+$2.93M
3
+$1.5M
4
CPRT icon
Copart
CPRT
+$1.12M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.05M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 9.16%
3 Healthcare 8.13%
4 Consumer Staples 7.51%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.23%
93,007
-4,142
102
$1.59M 0.23%
27,237
-975
103
$1.55M 0.22%
20,410
+250
104
$1.53M 0.22%
53,001
+2,847
105
$1.46M 0.21%
25,961
+233
106
$1.44M 0.2%
21,094
-638
107
$1.4M 0.2%
9,624
108
$1.38M 0.2%
4,602
+4
109
$1.36M 0.19%
10,414
-700
110
$1.35M 0.19%
68,638
111
$1.33M 0.19%
2,287
+5
112
$1.33M 0.19%
86,990
113
$1.33M 0.19%
55,587
-452
114
$1.31M 0.19%
5,872
-1,691
115
$1.29M 0.18%
12,989
+389
116
$1.27M 0.18%
36,560
-668
117
$1.26M 0.18%
4,109
+191
118
$1.24M 0.18%
29,441
+533
119
$1.23M 0.18%
5,185
-153
120
$1.23M 0.17%
8,502
-2,287
121
$1.22M 0.17%
42,216
-8,926
122
$1.21M 0.17%
4,065
+101
123
$1.2M 0.17%
3,957
-21
124
$1.18M 0.17%
18,585
-105
125
$1.18M 0.17%
27,023
-2,805
3 4
5
6 7