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
51
$7.84M 0.51%
19,341
+1,571
52
$7.31M 0.48%
45,081
+1,743
53
$6.6M 0.43%
56,332
+1,368
54
$6.05M 0.4%
63,096
+2,764
55
$6M 0.39%
52,041
+4,269
56
$5.66M 0.37%
70,107
+6,344
57
$5.24M 0.34%
110,764
+3,155
58
$5.05M 0.33%
15,251
+317
59
$4.78M 0.31%
14,848
+265
60
$4.77M 0.31%
120,186
+12,317
61
$4.65M 0.3%
111,772
62
$4.33M 0.28%
9,115
+353
63
$4.31M 0.28%
59,933
+635
64
$4.31M 0.28%
43,886
+1,749
65
$4.28M 0.28%
35,769
-10,458
66
$4.18M 0.27%
77,865
+3,370
67
$4.13M 0.27%
42,136
+1,308
68
$4.11M 0.27%
71,628
+1,731
69
$4.06M 0.27%
14,342
+201
70
$4.05M 0.26%
42,295
+1,723
71
$3.99M 0.26%
6,804
-117
72
$3.82M 0.25%
18,515
+720
73
$3.66M 0.24%
68,758
+580
74
$3.57M 0.23%
13,171
-27
75
$3.56M 0.23%
36,548
+781
1 2
3
4 5