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
$1.53B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.2M
3
+$8.41M
4
AAPL icon
Apple
AAPL
+$7.64M
5
NVDA icon
NVIDIA
NVDA
+$2.7M

Top Sells

1
+$9.72M
2
+$8.73M
3
+$6.06M
4
DEO icon
Diageo
DEO
+$2.62M
5
BLK icon
Blackrock
BLK
+$1.73M

Sector Composition

1 Technology 27.53%
2 Financials 16.49%
3 Healthcare 10.65%
4 Consumer Discretionary 9.38%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$231K 0.02%
8,202
+6
227
$229K 0.02%
+2,384
228
$228K 0.01%
3,510
229
$226K 0.01%
1,672
-468
230
$225K 0.01%
801
231
$223K 0.01%
+1,184
232
$221K 0.01%
+568
233
$206K 0.01%
+8,926
234
$204K 0.01%
1,840
235
$201K 0.01%
+762
236
– –
-74,235
237
– –
-1,609
238
– –
-301
239
– –
-313,766
240
– –
-1,350
241
– –
-66,053
242
– –
-3,450
243
– –
-1,185
244
– –
-3,924
245
– –
-2,192
246
– –
-768
6 7 8 9
10