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SSWM

Smith Salley Wealth Management Portfolio holdings

AUM $1.99B
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.72M
3
+$3.68M
4
EOG icon
EOG Resources
EOG
+$3.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.44M

Top Sells

1
+$4.62M
2
+$4.58M
3
+$2.36M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$1.64M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.27M

Sector Composition

1 Healthcare 17.66%
2 Financials 15.06%
3 Technology 14.32%
4 Industrials 10.3%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$75K 0.02%
2,000
152
$25K 0.01%
+867
153
$14K ﹤0.01%
29,217
154
– –
-3,802
155
– –
-7,705
156
– –
-2,380
157
– –
-7,570
158
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-4,366
159
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-4,450
160
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-41,367
161
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-1,540
162
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-1
163
– –
-4,090
164
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-3,248
165
– –
-77,038
166
– –
-10,145
167
– –
-1,119
168
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-9,158
169
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-40,966
170
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-3,197
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7