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
126
$927K 0.24%
24,325
127
$926K 0.24%
30,294
+7,320
128
$922K 0.24%
+20,208
129
$919K 0.24%
36,877
-4,286
130
$910K 0.24%
50,000
+24,960
131
$902K 0.24%
+9,488
132
$891K 0.23%
2,364
-7
133
$888K 0.23%
+16,936
134
$872K 0.23%
9,055
+5,549
135
$864K 0.23%
+10,478
136
$853K 0.22%
+22,491
137
$851K 0.22%
20,000
138
$851K 0.22%
+12,255
139
$845K 0.22%
12,210
140
$836K 0.22%
11,837
-690
141
$833K 0.22%
+20,605
142
$828K 0.22%
99,768
-455,634
143
$819K 0.21%
6,540
-372
144
$808K 0.21%
+41,355
145
$769K 0.2%
32,028
146
$754K 0.2%
20,779
+24
147
$753K 0.2%
16,280
+185
148
$741K 0.19%
2,933
149
$739K 0.19%
17,505
+517
150
$737K 0.19%
10,718
-21,956
4 5
6
7 8