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
101
$2.24M 0.15%
5,831
102
$2.22M 0.15%
25,082
+751
103
$2.16M 0.14%
20,700
+4,493
104
$2.13M 0.14%
3,643
+892
105
$2.07M 0.14%
3,613
+235
106
$2.03M 0.13%
9,173
+191
107
$1.99M 0.13%
52,892
+2,007
108
$1.96M 0.13%
42,939
+282
109
$1.86M 0.12%
6,252
+109
110
$1.79M 0.12%
39,873
+2,490
111
$1.77M 0.12%
8,025
+240
112
$1.72M 0.11%
10,654
+456
113
$1.7M 0.11%
7,254
+95
114
$1.66M 0.11%
6,485
+307
115
$1.63M 0.11%
6,423
+149
116
$1.54M 0.1%
+14,792
117
$1.52M 0.1%
25,814
118
$1.45M 0.1%
60,378
+1,651
119
$1.45M 0.09%
1,631
+72
120
$1.43M 0.09%
28,040
+4,132
121
$1.42M 0.09%
9,209
122
$1.4M 0.09%
760
123
$1.39M 0.09%
2,843
+637
124
$1.38M 0.09%
5,024
+395
125
$1.36M 0.09%
18,929
-434
3 4
5
6 7