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
$392M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.48M
3
+$3.48M
4
MRK icon
Merck
MRK
+$3.22M
5
AGN
Allergan plc
AGN
+$2.79M

Top Sells

1
+$7.5M
2
+$3.19M
3
+$2.83M
4
AAPL icon
Apple
AAPL
+$2.06M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$2.02M

Sector Composition

1 Healthcare 17.93%
2 Technology 14.41%
3 Financials 13.01%
4 Industrials 10.8%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.67%
7,217
-1,835
52
$2.53M 0.64%
22,668
+4,104
53
$2.52M 0.64%
23,961
+1,315
54
$2.4M 0.61%
73,611
+6,830
55
$2.4M 0.61%
+28,361
56
$2.32M 0.59%
30,189
-2,349
57
$2.31M 0.59%
20,571
-8,229
58
$2.29M 0.58%
23,672
+5,195
59
$2.19M 0.56%
20,596
-323
60
$2.17M 0.55%
87,783
+10,589
61
$2.13M 0.54%
56,491
+1,425
62
$2.08M 0.53%
13,697
-2,229
63
$2.06M 0.53%
57,106
+13,843
64
$2.05M 0.52%
19,932
+2,174
65
$2.02M 0.51%
95,318
-1,409
66
$1.99M 0.51%
49,013
+3,288
67
$1.94M 0.49%
49,755
-6,461
68
$1.89M 0.48%
26,118
+4,808
69
$1.86M 0.47%
16,850
+920
70
$1.81M 0.46%
45,955
+4,600
71
$1.74M 0.44%
16,254
+585
72
$1.71M 0.44%
24,626
-2,428
73
$1.67M 0.42%
22,117
-5,982
74
$1.65M 0.42%
18,636
+3,501
75
$1.6M 0.41%
165,470
1 2
3
4 5