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
201
$334K 0.02%
2,581
-508
202
$333K 0.02%
6,276
-2,851
203
$332K 0.02%
1,257
-98
204
$314K 0.02%
+1,104
205
$307K 0.02%
1,016
+14
206
$304K 0.02%
+2,537
207
$297K 0.02%
+11,518
208
$295K 0.02%
5,789
+298
209
$289K 0.02%
+1,657
210
$286K 0.02%
1,014
+184
211
$284K 0.02%
2,734
-23
212
$282K 0.02%
+7,553
213
$282K 0.02%
676
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214
$280K 0.02%
1,476
-29
215
$279K 0.02%
+1,177
216
$279K 0.02%
+659
217
$258K 0.02%
6,880
218
$257K 0.02%
+1,808
219
$252K 0.02%
1,449
+160
220
$250K 0.02%
+8,571
221
$249K 0.02%
732
222
$246K 0.02%
1,216
223
$239K 0.02%
1,923
-674
224
$238K 0.02%
1,892
225
$233K 0.02%
+1,399
6 7 8
9
10