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
$1.36B
AUM Growth
+$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$10.4M
3 +$4.25M
4
LOW icon
Lowe's Companies
LOW
+$2.88M
5
BAC icon
Bank of America
BAC
+$2.64M

Top Sells

1 +$13.7M
2 +$9.94M
3 +$2.76M
4
USB icon
US Bancorp
USB
+$2.54M
5
CCI icon
Crown Castle
CCI
+$1.97M

Sector Composition

1 Technology 26.75%
2 Financials 15.76%
3 Healthcare 11.36%
4 Industrials 8.79%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$986K 0.07%
10,209
127
$983K 0.07%
29,159
-1,578
128
$973K 0.07%
4,420
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129
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130
$961K 0.07%
55,779
131
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5,216
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132
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53,535
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134
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148
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6,762
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