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
176
$458K 0.12%
5,029
-37
177
$456K 0.12%
3,939
+923
178
$433K 0.11%
5,689
+321
179
$433K 0.11%
3,573
+105
180
$428K 0.11%
6,531
181
$419K 0.11%
+22,513
182
$396K 0.1%
36,000
183
$379K 0.1%
4,037
184
$367K 0.1%
6,824
+1,950
185
$363K 0.09%
72,130
186
$358K 0.09%
2,250
+100
187
$355K 0.09%
12,835
188
$349K 0.09%
5,209
+55
189
$338K 0.09%
11,375
190
$320K 0.08%
5,428
+502
191
$317K 0.08%
+8,524
192
$316K 0.08%
17,675
+8
193
$310K 0.08%
4,715
+573
194
$306K 0.08%
10,144
-41,178
195
$303K 0.08%
21,895
+33
196
$302K 0.08%
1,700
197
$298K 0.08%
26,538
198
$295K 0.08%
5,307
+200
199
$287K 0.07%
1,870
+94
200
$286K 0.07%
4,150
6 7
8
9 10