SSWM

Smith Salley Wealth Management Portfolio holdings

AUM $1.94B
1-Year Est. Return 21.78%
This Quarter Est. Return
1 Year Est. Return
+21.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$6.08M
3 +$4.48M
4
META icon
Meta Platforms (Facebook)
META
+$4.39M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.69M

Top Sells

1 +$12M
2 +$5.03M
3 +$4.99M
4
MDT icon
Medtronic
MDT
+$4.15M
5
D icon
Dominion Energy
D
+$3.7M

Sector Composition

1 Technology 21.59%
2 Financials 17.27%
3 Healthcare 13.21%
4 Consumer Staples 9%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-8,448
227
-40,305
228
-14,255
229
-4,971
230
-62,391