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
126
$1.08M 0.16%
29,516
+18
127
$1.07M 0.16%
2,281
-36
128
$1.06M 0.16%
6,755
+13
129
$1.06M 0.15%
11,389
-470
130
$1.05M 0.15%
4,699
+96
131
$1.05M 0.15%
34,148
132
$1.05M 0.15%
3,052
133
$1.04M 0.15%
+32,032
134
$1.04M 0.15%
47,468
+194
135
$1.04M 0.15%
+2
136
$1.04M 0.15%
14,740
-176
137
$1.01M 0.15%
13,589
+272
138
$1.01M 0.15%
8,568
-436
139
$994K 0.15%
8,082
-116
140
$990K 0.14%
7,846
+1,010
141
$976K 0.14%
27,603
-3,008
142
$945K 0.14%
18,837
+1,635
143
$920K 0.13%
3,830
144
$909K 0.13%
2,978
-75
145
$904K 0.13%
16,209
+2,522
146
$903K 0.13%
6,260
-1,559
147
$902K 0.13%
9,441
-100
148
$894K 0.13%
7,892
+16
149
$885K 0.13%
4,323
-249
150
$881K 0.13%
2,583
+13
4 5
6
7 8