SSWM
Smith Salley Wealth Management Portfolio holdings
AUM
$1.73B
This Quarter Return
-3.65%
1 Year Return
+18.24%
3 Year Return
+81.63%
5 Year Return
+132.16%
10 Year Return
+274.28%
AUM
$1.35B
AUM Growth
+$1.35B
(-0.56%)
Cap. Flow
+$47.1M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
31.67%
Holding
240
New
14
Increased
104
Reduced
88
Closed
11
Top Buys
| 1 |
Dollar General
DG
|
$8.14M |
| 2 |
NextEra Energy, Inc.
NEE
|
$6.18M |
| 3 |
Apple
AAPL
|
$4.22M |
| 4 |
Elevance Health
ELV
|
$3.08M |
| 5 |
Microsoft
MSFT
|
$2.58M |
Top Sells
| 1 |
Markel Group
MKL
|
$4.01M |
| 2 |
AMNB
American National Bankshares Inc
AMNB
|
$3.11M |
| 3 |
Target
TGT
|
$2.96M |
| 4 |
ABB
ABB Ltd.
ABB
|
$2.87M |
| 5 |
Lowe's Companies
LOW
|
$1.79M |
Sector Composition
| 1 | Technology | 25.96% |
| 2 | Financials | 15.89% |
| 3 | Healthcare | 11.7% |
| 4 | Consumer Staples | 8.33% |
| 5 | Industrials | 8.18% |
