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
$385M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.32M
3
+$1.9M
4
CSCO icon
Cisco
CSCO
+$1.33M
5
KMI icon
Kinder Morgan
KMI
+$1.24M

Top Sells

1
+$4.23M
2
+$3.94M
3
+$2.92M
4
AAPL icon
Apple
AAPL
+$2.2M
5
WBA
Walgreens Boots Alliance
WBA
+$2.19M

Sector Composition

1 Healthcare 16.41%
2 Technology 14.54%
3 Financials 14.46%
4 Industrials 11.13%
5 Consumer Staples 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.62%
80,971
+5,224
52
$2.28M 0.59%
66,781
+35,315
53
$2.26M 0.59%
15,926
-4,008
54
$2.19M 0.57%
20,919
-2,584
55
$2.19M 0.57%
55,066
-2,868
56
$2.19M 0.57%
56,216
+1,024
57
$2.1M 0.55%
96,727
-8,261
58
$2.04M 0.53%
18,564
+6,932
59
$2.03M 0.53%
28,099
-3,039
60
$2.02M 0.53%
48,195
-15,552
61
$1.99M 0.52%
33,109
-4,727
62
$1.96M 0.51%
77,194
+4,776
63
$1.95M 0.51%
17,758
+1,539
64
$1.93M 0.5%
45,725
+389
65
$1.87M 0.49%
27,054
-1,202
66
$1.84M 0.48%
10,272
-1,008
67
$1.84M 0.48%
116,550
-51,460
68
$1.81M 0.47%
15,669
+1,134
69
$1.7M 0.44%
18,477
+3,624
70
$1.66M 0.43%
15,930
+8,240
71
$1.66M 0.43%
41,355
+8,528
72
$1.64M 0.42%
45,112
-1,932
73
$1.63M 0.42%
19,526
+1,131
74
$1.6M 0.41%
165,470
75
$1.57M 0.41%
43,263
+5,247
1 2
3
4 5