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
151
$846K 0.06%
6,057
+44
152
$831K 0.05%
9,212
+3,109
153
$817K 0.05%
+9,273
154
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2,920
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155
$744K 0.05%
13,718
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156
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14,100
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157
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5,744
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158
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4,109
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159
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2,214
160
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6,601
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161
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3,433
162
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163
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8,368
164
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5,345
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165
$587K 0.04%
662
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166
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28,498
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167
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168
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170
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172
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173
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17,236
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174
$495K 0.03%
9,565
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175
$490K 0.03%
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