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
$362M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.67M
3
+$1.26M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.16M

Top Sells

1
+$3.04M
2
+$2.26M
3
+$2.21M
4
V icon
Visa
V
+$2.11M
5
NKE icon
Nike
NKE
+$1.86M

Sector Composition

1 Healthcare 14.9%
2 Consumer Discretionary 12.15%
3 Technology 10.37%
4 Industrials 9.95%
5 Financials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$264K 0.07%
1,227
202
$256K 0.07%
+13,433
203
$253K 0.07%
8,069
204
$252K 0.07%
6,065
205
$251K 0.07%
9,085
-3,750
206
$251K 0.07%
6,442
+18
207
$247K 0.07%
5,576
-28,812
208
$245K 0.07%
1,599
-271
209
$243K 0.07%
3,350
-800
210
$239K 0.07%
8,486
211
$233K 0.06%
2,530
-300
212
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+7,990
213
$227K 0.06%
5,100
-400
214
$226K 0.06%
4,540
-148
215
$226K 0.06%
4,103
216
$222K 0.06%
+4,785
217
$221K 0.06%
9,593
218
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4,752
219
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5,474
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220
$217K 0.06%
2,400
221
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2,300
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222
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4,510
-1,000
223
$206K 0.06%
3,702
+40
224
$204K 0.06%
7,745
225
$202K 0.06%
2,144
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9
10 11