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
$356M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.2M
3
+$1.17M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
CC icon
Chemours
CC
+$860K

Top Sells

1
+$5.57M
2
+$2.76M
3
+$1.1M
4
FLS icon
Flowserve
FLS
+$1.04M
5
PPG icon
PPG Industries
PPG
+$1M

Sector Composition

1 Consumer Discretionary 12.64%
2 Healthcare 12.49%
3 Financials 10.64%
4 Technology 9.85%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$655K 0.18%
7,932
+70
152
$645K 0.18%
5,899
-39
153
$639K 0.18%
+10,246
154
$637K 0.18%
807
-6
155
$635K 0.18%
13,510
+56
156
$635K 0.18%
7,674
+859
157
$632K 0.18%
4,602
-224
158
$620K 0.17%
8,658
+1,091
159
$616K 0.17%
43,300
160
$606K 0.17%
5,045
-4,000
161
$604K 0.17%
16,144
-976
162
$603K 0.17%
35,237
-2,204
163
$603K 0.17%
+6,246
164
$600K 0.17%
3,720
-212
165
$596K 0.17%
+23,522
166
$593K 0.17%
16,936
167
$585K 0.16%
+11,118
168
$582K 0.16%
+5,907
169
$582K 0.16%
+9,750
170
$581K 0.16%
+14,427
171
$578K 0.16%
9,070
+1,074
172
$567K 0.16%
11,522
+617
173
$561K 0.16%
+8,977
174
$558K 0.16%
+16,448
175
$551K 0.15%
13,296
-569
5 6
7
8 9