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
$497M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.26M
3
+$3.8M
4
FBNC icon
First Bancorp
FBNC
+$3.53M
5
SKT icon
Tanger
SKT
+$2.2M

Top Sells

1
+$4.94M
2
+$4.47M
3
+$2.35M
4
KO icon
Coca-Cola
KO
+$2M
5
DIS icon
Walt Disney
DIS
+$1.96M

Sector Composition

1 Financials 17.79%
2 Healthcare 15.49%
3 Technology 14.19%
4 Industrials 12.26%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-26,985
177
– –
-74,965
178
– –
-10,000
4 5 6 7
8