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
$703M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.72M
3
+$3.43M
4
AAPL icon
Apple
AAPL
+$2.33M
5
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$2.02M

Top Sells

1
+$2.95M
2
+$2.93M
3
+$1.5M
4
CPRT icon
Copart
CPRT
+$1.12M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.05M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 9.16%
3 Healthcare 8.13%
4 Consumer Staples 7.51%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$545K 0.08%
14,701
-550
202
$538K 0.08%
5,554
+101
203
$538K 0.08%
55,311
+11,877
204
$529K 0.08%
7,686
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205
$525K 0.07%
17,637
+3,003
206
$520K 0.07%
2,201
207
$518K 0.07%
35,890
+1,665
208
$515K 0.07%
199
209
$514K 0.07%
7,751
-170
210
$513K 0.07%
6,766
+305
211
$513K 0.07%
2,531
+255
212
$510K 0.07%
+7,068
213
$508K 0.07%
3,000
214
$507K 0.07%
16,917
+4,089
215
$500K 0.07%
10,150
-1,758
216
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1,769
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217
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21,726
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218
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25,782
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219
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18,642
-22,596
220
$486K 0.07%
14,423
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221
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5,690
-173
222
$479K 0.07%
5,496
-198
223
$474K 0.07%
33,649
+1,570
224
$472K 0.07%
15,945
-311
225
$465K 0.07%
+15,200
7 8
9
10 11