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
76
$248K 0.2%
+8,084
77
$241K 0.19%
+7,766
78
$239K 0.19%
+4,515
79
$239K 0.19%
+6,357
80
$238K 0.19%
+1,055
81
$233K 0.19%
+9,492
82
$232K 0.19%
+4,511
83
$231K 0.19%
+4,695
84
$225K 0.18%
+2,920
85
$225K 0.18%
+6,542
86
$222K 0.18%
+4,966
87
$216K 0.17%
+5,392
88
$207K 0.17%
+2,419
89
$204K 0.16%
+7,856
90
$203K 0.16%
+6,175
91
$188K 0.15%
+536,800
92
$137K 0.11%
+11,083
93
$115K 0.09%
+5,474
94
$115K 0.09%
+19,255
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4