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
$703M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.72M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.33M
5
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$2.02M

Top Sells

1
+$2.95M
2
+$2.93M
3
+$1.5M
4
CPRT icon
Copart
CPRT
+$1.12M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.05M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 9.16%
3 Healthcare 8.13%
4 Consumer Staples 7.51%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$665K 0.09%
5,775
-395
177
$664K 0.09%
17,977
-4,777
178
$656K 0.09%
10,599
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179
$653K 0.09%
2,480
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180
$652K 0.09%
3,414
181
$643K 0.09%
8,481
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182
$640K 0.09%
13,600
183
$635K 0.09%
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184
$630K 0.09%
4,224
-2,647
185
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16,936
186
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30,795
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187
$617K 0.09%
1,638
188
$615K 0.09%
12,320
189
$614K 0.09%
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190
$614K 0.09%
5,471
-144
191
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192
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194
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2,016
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3,689
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196
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8,269
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197
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5,055
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6,268
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$554K 0.08%
14,682
-1,264
200
$548K 0.08%
11,911
-2,000
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