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
176
$468K 0.03%
3,750
-155
177
$465K 0.03%
15,612
+6,480
178
$461K 0.03%
2,066
-10
179
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7,370
+40
180
$454K 0.03%
16,938
-3,510
181
$450K 0.03%
2,375
182
$445K 0.03%
3,665
+453
183
$444K 0.03%
2,705
+290
184
$427K 0.03%
5,700
185
$424K 0.03%
8,954
186
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2,559
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187
$417K 0.03%
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188
$404K 0.03%
3,240
189
$399K 0.03%
1,768
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190
$397K 0.03%
15,252
-300
191
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3,436
192
$391K 0.03%
8,176
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193
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3,338
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194
$386K 0.03%
3,648
195
$371K 0.02%
755
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196
$370K 0.02%
2,604
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197
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1,296
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198
$354K 0.02%
1,424
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199
$346K 0.02%
2,613
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200
$343K 0.02%
+7,213
6 7
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