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
$1.39B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Sells

1 +$2.99M
2 +$1.09M
3 +$922K
4
ETN icon
Eaton
ETN
+$599K
5
GNRC icon
Generac Holdings
GNRC
+$530K

Sector Composition

1 Technology 28.73%
2 Financials 15.95%
3 Healthcare 10.53%
4 Consumer Discretionary 9.11%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,382
227
-1,633
228
-2,215
229
-1,827
230
-4,200
231
-1,774