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SSWM

Smith Salley Wealth Management Portfolio holdings

AUM $1.99B
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$6.01M
3
+$4.58M
4
AAPL icon
Apple
AAPL
+$3.11M
5
MSFT icon
Microsoft
MSFT
+$2.84M

Top Sells

1
+$8.76M
2
+$8.69M
3
+$5.67M
4
MBB icon
iShares MBS ETF
MBB
+$4.3M
5
PNC icon
PNC Financial Services
PNC
+$2.96M

Sector Composition

1 Technology 22.14%
2 Financials 16.53%
3 Healthcare 13.17%
4 Consumer Staples 8.69%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K ﹤0.01%
440
227
$13K ﹤0.01%
12,048
228
– –
-17,518
229
– –
-18,050
230
– –
-35,000
231
– –
-4,109
232
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-11,000
233
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-4,215
234
– –
-1,287
235
– –
-845
236
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237
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-4,938
238
– –
-9,039
239
– –
-11,910
240
– –
-10,500
241
$0 ﹤0.01%
15,000
242
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-1,385
243
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-3,584
244
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-2,289
245
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-3,020
246
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-4,833
247
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-13,107
248
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-27,541
249
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-1,780
250
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-762
7 8 9
10
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