SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
1-Year Return
15.3%
This Quarter Return
+6.41%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$424M
AUM Growth
+$27.7M
(+7%)
Cap. Flow
+$8.24M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
19.84%
Holding
337
New
35
Increased
159
Reduced
70
Closed
17
Top Buys
| 1 |
Alibaba
BABA
|
$4.04M |
| 2 |
W.P. Carey
WPC
|
$4M |
| 3 |
LKQ Corp
LKQ
|
$1.42M |
| 4 |
Labcorp
LH
|
$1.36M |
| 5 |
Lazard
LAZ
|
$1.27M |
Top Sells
| 1 |
Cardinal Health
CAH
|
$2.46M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$2.23M |
| 3 |
Estee Lauder
EL
|
$1.36M |
| 4 |
Visa
V
|
$1.25M |
| 5 |
Nike
NKE
|
$1.22M |
Sector Composition
| 1 | Financials | 13.01% |
| 2 | Consumer Discretionary | 12.35% |
| 3 | Healthcare | 11.64% |
| 4 | Technology | 9.81% |
| 5 | Industrials | 7.95% |
