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
$684M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.13M
3
+$3.12M
4
AMZN icon
Amazon
AMZN
+$2.22M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Top Sells

1
+$6.51M
2
+$3.67M
3
+$2.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.23M
5
CPRT icon
Copart
CPRT
+$1.32M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 8.69%
3 Healthcare 8.36%
4 Consumer Staples 8.14%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$524K 0.08%
8,705
+1,373
202
$523K 0.08%
5,479
+7
203
$521K 0.08%
+18,790
204
$516K 0.08%
6,169
+90
205
$515K 0.08%
3,917
+518
206
$507K 0.07%
11,879
-1,012
207
$499K 0.07%
2,201
208
$489K 0.07%
196
209
$488K 0.07%
7,730
210
$482K 0.07%
+6,374
211
$471K 0.07%
4,826
-108
212
$471K 0.07%
+10,007
213
$469K 0.07%
3,000
214
$469K 0.07%
+882
215
$456K 0.07%
6,835
-191
216
$453K 0.07%
42,301
-2,138
217
$453K 0.07%
+20,726
218
$446K 0.07%
24,751
-539
219
$445K 0.07%
5,644
220
$441K 0.06%
+3,431
221
$438K 0.06%
12,509
+3
222
$435K 0.06%
16,094
+20
223
$429K 0.06%
7,569
-22,397
224
$425K 0.06%
1,624
225
$424K 0.06%
2,710
7 8
9
10 11