SSW

Smith Shellnut Wilson Portfolio holdings

AUM $260M
1-Year Est. Return 19.19%
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$957K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.22M
3 +$889K
4
AAPL icon
Apple
AAPL
+$802K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$687K

Top Sells

1 +$5.02M
2 +$1.54M
3 +$998K
4
T icon
AT&T
T
+$331K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$289K

Sector Composition

1 Technology 12.26%
2 Consumer Staples 8.22%
3 Financials 7.6%
4 Healthcare 4.88%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-101
177
-125