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
$1.55B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$3.59M
3
+$3.18M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
AAPL icon
Apple
AAPL
+$2.51M

Top Sells

1
+$7.69M
2
+$1.54M
3
+$1.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.2M
5
BEPC icon
Brookfield Renewable
BEPC
+$640K

Sector Composition

1 Technology 27.13%
2 Financials 16.4%
3 Healthcare 11.04%
4 Industrials 8.57%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$821K 0.05%
7,589
+439
152
$818K 0.05%
10,099
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153
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154
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155
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5,540
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27,890
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160
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161
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162
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163
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164
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1,112
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165
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166
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167
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169
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4,437
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13,701
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174
$545K 0.04%
23,343
-2,919
175
$543K 0.04%
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