SSW
Smith Shellnut Wilson Portfolio holdings
AUM
$231M
1-Year Return
16.78%
This Quarter Return
+3.75%
1 Year Return
+16.78%
3 Year Return
+66.27%
5 Year Return
+108.66%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.71%
Holding
126
New
126
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$16.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$6.98M |
| 3 |
iShares Select Dividend ETF
DVY
|
$5.33M |
| 4 |
Johnson & Johnson
JNJ
|
$4.84M |
| 5 |
PepsiCo
PEP
|
$4.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 11.57% |
| 2 | Healthcare | 10.31% |
| 3 | Financials | 10.04% |
| 4 | Technology | 9.02% |
| 5 | Industrials | 6.9% |