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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.87M
3
+$3.49M
4
MSFT icon
Microsoft
MSFT
+$3.48M
5
AAPL icon
Apple
AAPL
+$3.46M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.08%
2 Technology 14.53%
3 Energy 10.9%
4 Industrials 10.74%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$691K 0.56%
+36,426
52
$587K 0.47%
+3,660
53
$567K 0.46%
+6,091
54
$538K 0.43%
+5,584
55
$512K 0.41%
+7,000
56
$462K 0.37%
+10,326
57
$445K 0.36%
+16,655
58
$419K 0.34%
+8,745
59
$384K 0.31%
+2,000
60
$377K 0.3%
+2,492
61
$354K 0.28%
+22,895
62
$352K 0.28%
+6,320
63
$348K 0.28%
+5,830
64
$337K 0.27%
+2
65
$326K 0.26%
+3,006
66
$319K 0.26%
+9,365
67
$312K 0.25%
+5,257
68
$299K 0.24%
+20,985
69
$291K 0.23%
+9,215
70
$289K 0.23%
+8,160
71
$286K 0.23%
+2,415
72
$274K 0.22%
+2,777
73
$274K 0.22%
+5,160
74
$267K 0.21%
+6,541
75
$266K 0.21%
+4,230
1 2
3
4