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
$153M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.56M
3
+$2.19M
4
SNY icon
Sanofi
SNY
+$2.17M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.64M

Top Sells

1
+$2.67M
2
+$222K
3
+$107K
4
DVN icon
Devon Energy
DVN
+$88.7K
5
MDT icon
Medtronic
MDT
+$87.3K

Sector Composition

1 Technology 15.37%
2 Financials 15.1%
3 Healthcare 12.82%
4 Energy 10.87%
5 Industrials 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.14%
+2,236
102
$174K 0.11%
12,463
103
$82K 0.05%
10,320
104
$27K 0.02%
1,540
-3,934
105
– –
-3,941
1 2 3 4
5