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
$601M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.19M
3
+$4.75M
4
AMZN icon
Amazon
AMZN
+$3.93M
5
DEO icon
Diageo
DEO
+$2.79M

Top Sells

1
+$7.92M
2
+$6.26M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.33M
5
IBM icon
IBM
IBM
+$4.14M

Sector Composition

1 Financials 17.33%
2 Technology 16.8%
3 Healthcare 14.23%
4 Consumer Staples 10.06%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$103K 0.02%
2,077
177
$66K 0.01%
18,325
178
$22K ﹤0.01%
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