SSWM
Sheets Smith Wealth Management Portfolio holdings
AUM
$855M
This Quarter Return
+19.08%
1 Year Return
+15.3%
3 Year Return
+55.38%
5 Year Return
+99.51%
10 Year Return
+312.66%
AUM
$500M
AUM Growth
+$500M
(+4.7%)
Cap. Flow
-$53.3M
Cap. Flow
% of AUM
-10.67%
Top 10 Holdings %
Top 10 Hldgs %
27.01%
Holding
297
New
26
Increased
89
Reduced
78
Closed
39
Top Buys
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$29.6M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$11.3M |
| 3 |
Waste Connections
WCN
|
$4.98M |
| 4 |
Microsoft
MSFT
|
$4.82M |
| 5 |
Amazon
AMZN
|
$4.71M |
Sector Composition
| 1 | Consumer Staples | 9.54% |
| 2 | Technology | 9.16% |
| 3 | Consumer Discretionary | 8.84% |
| 4 | Healthcare | 6.75% |
| 5 | Communication Services | 6.38% |
