SSWM

Smith Salley Wealth Management Portfolio holdings

AUM $2.02B
1-Year Est. Return 24.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.8M
3
+$3.99M
4
LOW icon
Lowe's Companies
LOW
+$2.66M
5
BAC icon
Bank of America
BAC
+$2.62M

Top Sells

1
+$12.8M
2
+$10.5M
3
+$2.82M
4
USB icon
US Bancorp
USB
+$2.54M
5
CCI icon
Crown Castle
CCI
+$1.97M

Sector Composition

1 Technology 26.75%
2 Financials 15.76%
3 Healthcare 11.36%
4 Industrials 8.79%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.82K ﹤0.01%
400
227
– –
-33,641
228
– –
-14,744
229
– –
-1,293
230
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-29,374
231
– –
-9,984
232
– –
-4,027
233
– –
-1,185
234
– –
-18,783
235
– –
-3,965
236
– –
-70,374
237
– –
-16,756
6 7 8 9
10