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
151
$736K 0.19%
8,099
+782
152
$727K 0.19%
36,807
-899
153
$722K 0.19%
+9,647
154
$713K 0.19%
+12,874
155
$709K 0.19%
8,486
+439
156
$681K 0.18%
6,183
+1,017
157
$673K 0.18%
+7,591
158
$672K 0.18%
7,169
+271
159
$668K 0.17%
12,250
+111
160
$665K 0.17%
+25,920
161
$660K 0.17%
17,200
-33,600
162
$658K 0.17%
+15,051
163
$647K 0.17%
17,665
-15,979
164
$637K 0.17%
43,300
-70,000
165
$636K 0.17%
16,936
166
$600K 0.16%
12,217
+313
167
$565K 0.15%
6,975
+63
168
$553K 0.14%
+13,881
169
$539K 0.14%
35,650
170
$535K 0.14%
5,600
171
$521K 0.14%
17,856
-131
172
$478K 0.12%
30,800
173
$475K 0.12%
1,800
174
$471K 0.12%
+150,000
175
$466K 0.12%
+9,327
5 6
7
8 9