SSWM

Sheets Smith Wealth Management Portfolio holdings

AUM $911M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.21M
3
+$2.81M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.07M
5
AMZN icon
Amazon
AMZN
+$1.95M

Top Sells

1
+$6.5M
2
+$3.74M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.13M
5
USMC icon
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
+$1.23M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$684K 0.1%
4,722
+6
177
$673K 0.1%
16,980
178
$670K 0.1%
12,946
+76
179
$668K 0.1%
13,726
180
$664K 0.1%
3,414
181
$652K 0.1%
6,797
+296
182
$644K 0.09%
5,815
+85
183
$639K 0.09%
29,371
-663
184
$633K 0.09%
21,035
+1,474
185
$627K 0.09%
13,600
186
$623K 0.09%
6,724
+115
187
$610K 0.09%
+3,175
188
$604K 0.09%
2,919
+608
189
$604K 0.09%
16,021
+856
190
$601K 0.09%
2,036
+8
191
$595K 0.09%
6,665
+54
192
$590K 0.09%
6,240
-13,982
193
$588K 0.09%
12,160
+470
194
$577K 0.08%
12,886
-500
195
$571K 0.08%
2,000
196
$564K 0.08%
+8,962
197
$550K 0.08%
1,600
198
$538K 0.08%
14,219
199
$532K 0.08%
5,575
-292
200
$525K 0.08%
5,359
+1
6 7
8
9 10