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
$1.36B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.4M
3
+$4.25M
4
LOW icon
Lowe's Companies
LOW
+$2.88M
5
BAC icon
Bank of America
BAC
+$2.64M

Top Sells

1
+$13.7M
2
+$9.94M
3
+$2.76M
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
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-16,756
228
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-70,374
229
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-3,965
230
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-18,783
231
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-1,185
232
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-4,027
233
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-9,984
234
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-29,374
235
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-1,293
236
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-14,744
237
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-168,203
6 7 8 9
10