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
201
$285K 0.07%
+6,742
202
$279K 0.07%
10,870
203
$274K 0.07%
18,715
204
$269K 0.07%
6,065
-17,750
205
$267K 0.07%
11,310
206
$267K 0.07%
3,800
207
$267K 0.07%
3,214
208
$267K 0.07%
15,672
209
$267K 0.07%
2,830
-300
210
$260K 0.07%
1,227
211
$260K 0.07%
11,000
212
$256K 0.07%
2,400
-100
213
$251K 0.07%
4,600
+400
214
$250K 0.07%
6,424
+18
215
$241K 0.06%
6,105
216
$238K 0.06%
+3,662
217
$233K 0.06%
+9,593
218
$232K 0.06%
8,486
219
$226K 0.06%
+4,688
220
$226K 0.06%
5,510
221
$223K 0.06%
+4,752
222
$223K 0.06%
5,494
223
$222K 0.06%
4,756
-996
224
$221K 0.06%
+8,069
225
$218K 0.06%
+7,824
7 8
9
10 11