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
$378M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.82M
3
+$1.34M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.18M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.09M

Top Sells

1
+$3.65M
2
+$2.96M
3
+$2.36M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.95M
5
AMAT icon
Applied Materials
AMAT
+$1.58M

Sector Composition

1 Healthcare 14.09%
2 Financials 11.8%
3 Consumer Discretionary 11.72%
4 Technology 9.58%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$464K 0.12%
5,068
+21
177
$462K 0.12%
+11,493
178
$458K 0.12%
30,660
-1,210
179
$452K 0.12%
+2,031
180
$451K 0.12%
38,025
181
$449K 0.12%
9,094
+910
182
$448K 0.12%
5,157
183
$448K 0.12%
27,918
-1,842
184
$438K 0.12%
9,799
+5
185
$436K 0.12%
+20,056
186
$433K 0.11%
+7,803
187
$427K 0.11%
+22,778
188
$419K 0.11%
8,218
+19
189
$409K 0.11%
9,284
+2,078
190
$403K 0.11%
+19,745
191
$394K 0.1%
+12,849
192
$393K 0.1%
5,292
+38
193
$392K 0.1%
3,562
+5
194
$390K 0.1%
4,082
-162
195
$389K 0.1%
10,453
196
$386K 0.1%
+10,827
197
$378K 0.1%
+8,759
198
$377K 0.1%
4,322
+32
199
$374K 0.1%
5,023
+9
200
$373K 0.1%
15,205
-574
6 7
8
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