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
$1.16B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$7M
2 +$5.68M
3 +$4.57M
4
AAPL icon
Apple
AAPL
+$2.8M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.73M

Top Sells

1 +$8.75M
2 +$8.68M
3 +$5.67M
4
MBB icon
iShares MBS ETF
MBB
+$4.28M
5
PNC icon
PNC Financial Services
PNC
+$2.78M

Sector Composition

1 Technology 22.14%
2 Financials 16.53%
3 Healthcare 13.17%
4 Consumer Staples 8.69%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-18,050
252
-17,518
253
-1,385