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
$639M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.67M
3
+$4.34M
4
MBB icon
iShares MBS ETF
MBB
+$2.38M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.26M

Top Sells

1
+$3.79M
2
+$3.68M
3
+$1.81M
4
AMZN icon
Amazon
AMZN
+$1.68M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.61M

Sector Composition

1 Healthcare 9.98%
2 Consumer Staples 9.06%
3 Consumer Discretionary 8.34%
4 Technology 7.77%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$599K 0.09%
5,919
-356
177
$594K 0.09%
4,715
178
$593K 0.09%
6,911
179
$592K 0.09%
5,137
-2,566
180
$590K 0.09%
44,322
+168
181
$584K 0.09%
3,893
+124
182
$570K 0.09%
6,564
-226
183
$560K 0.09%
+15,165
184
$546K 0.09%
4,125
+425
185
$543K 0.09%
6,396
+236
186
$542K 0.08%
2,201
187
$532K 0.08%
12,888
+9
188
$531K 0.08%
+5,345
189
$530K 0.08%
1,600
190
$528K 0.08%
214
191
$527K 0.08%
5,218
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192
$518K 0.08%
5,472
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193
$513K 0.08%
18,068
194
$500K 0.08%
12,235
+1,463
195
$500K 0.08%
6,079
196
$497K 0.08%
5,928
-2,448
197
$487K 0.08%
6,838
-5,839
198
$477K 0.07%
12,134
+40
199
$476K 0.07%
7,730
200
$475K 0.07%
12,503
+38
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8
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