SSWM
Smith Salley Wealth Management Portfolio holdings
AUM $1.73B
This Quarter Return
-1.93%
1 Year Return
+18.24%
3 Year Return
+81.63%
5 Year Return
+132.16%
10 Year Return
+274.28%
AUM
$1.53B
AUM Growth
-$31.2M (-2%)
Cap. Flow
+$18.1M
Cap. Flow % of AUM
1.18%
Top 10 Holdings %Top 10 Hldgs %
35.32%
Holding
264
New
19
Increased
129
Reduced
74
Closed
20
Top Buys
1 | $8.05M | |
2 | $4.56M | |
3 | $4.18M | |
4 | $3.48M | |
5 | $2.82M |
Top Sells
1 | $11.1M | |
2 | $5.61M | |
3 | $4.03M | |
4 | $3.88M | |
5 | $3.22M |
Sector Composition
1 | Technology | 26.69% |
2 | Financials | 18.72% |
3 | Healthcare | 10.42% |
4 | Consumer Discretionary | 9.52% |
5 | Industrials | 8.53% |