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
76
$3.38M 0.22%
6,529
+347
77
$3.34M 0.22%
8,544
-132
78
$3.32M 0.22%
60,349
+1,457
79
$3.32M 0.22%
45,655
+1,210
80
$3.25M 0.21%
19,112
+131
81
$3.11M 0.2%
48,771
+8,225
82
$2.84M 0.19%
34,240
+30,106
83
$2.77M 0.18%
25,346
-103
84
$2.76M 0.18%
4,719
-19
85
$2.75M 0.18%
26,762
+772
86
$2.66M 0.17%
8,730
+824
87
$2.66M 0.17%
1,295
+114
88
$2.64M 0.17%
9,157
+185
89
$2.6M 0.17%
63,997
+3,835
90
$2.48M 0.16%
168,751
-69
91
$2.47M 0.16%
4,882
+236
92
$2.46M 0.16%
10,393
+377
93
$2.44M 0.16%
110,897
+3,786
94
$2.43M 0.16%
27,518
+48
95
$2.41M 0.16%
59,400
96
$2.36M 0.15%
41,822
+61
97
$2.36M 0.15%
32,027
+483
98
$2.29M 0.15%
31,728
+1,014
99
$2.24M 0.15%
16,717
-173
100
$2.24M 0.15%
11,307
+454
2 3
4
5 6