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
$377M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.69M
3
+$1.58M
4
PG icon
Procter & Gamble
PG
+$1.57M
5
GE icon
GE Aerospace
GE
+$1.28M

Top Sells

1
+$4.12M
2
+$1.36M
3
+$1.33M
4
BLK icon
Blackrock
BLK
+$1.15M
5
BUD icon
AB InBev
BUD
+$959K

Sector Composition

1 Healthcare 16.43%
2 Technology 13.66%
3 Financials 13.58%
4 Industrials 11.61%
5 Energy 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-6,100
177
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179
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180
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182
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183
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-2,907
184
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185
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186
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190
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191
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192
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193
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194
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-7,800
195
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4 5 6 7
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