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
$392M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$5.98M
2 +$5.48M
3 +$3.48M
4
MRK icon
Merck
MRK
+$3.22M
5
AGN
Allergan plc
AGN
+$2.79M

Top Sells

1 +$7.5M
2 +$3.19M
3 +$2.83M
4
AAPL icon
Apple
AAPL
+$2.06M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$2.02M

Sector Composition

1 Healthcare 17.93%
2 Technology 14.41%
3 Financials 13.01%
4 Industrials 10.8%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,966
177
-2,796
178
-1,417
179
-5,320
180
-3,885
181
-19,526