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
126
$1.26M 0.08%
16,158
+162
127
$1.23M 0.08%
4,948
-8
128
$1.2M 0.08%
2,376
+118
129
$1.2M 0.08%
19,038
-1,106
130
$1.18M 0.08%
53,394
131
$1.18M 0.08%
25,955
132
$1.17M 0.08%
9,983
-19
133
$1.15M 0.08%
9,117
+45
134
$1.14M 0.07%
1,843
+75
135
$1.11M 0.07%
21,000
+732
136
$1.11M 0.07%
48,873
+19,182
137
$1.1M 0.07%
26,323
+337
138
$1.09M 0.07%
8,526
139
$1.07M 0.07%
2,849
-76
140
$1.06M 0.07%
1,488
+70
141
$1.04M 0.07%
3,179
-8
142
$1.02M 0.07%
7,139
+419
143
$946K 0.06%
6,988
144
$932K 0.06%
1,204
-28
145
$923K 0.06%
22,206
+3,286
146
$912K 0.06%
1,581
-38
147
$911K 0.06%
4,387
+79
148
$891K 0.06%
1,689
+438
149
$871K 0.06%
26,676
+206
150
$860K 0.06%
1,473
-19
4 5
6
7 8