Smith Shellnut Wilson LLC /adv
CIK Number: 0000944317
221.23M
Market Value
142
# of Holdings
17 months
Avg. Holding Period
70.75%
Win Rate
22.90%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 607.39 | +0.01% | 26.32K | -7.21% | 15.18M | 318.91 | 6.86% | |
| 2 | Vanguard Index ... | 555.68 | +0.01% | 27.98K | +5.97% | 14.76M | 410.79 | 6.67% | |
| 3 | Ishares Tr | 133.13 | -0.07% | 105.37K | -0.49% | 13.24M | 75.69 | 5.98% | |
| 4 | Invesco Qqq Tr ... | 530.50 | +0.76% | 24.68K | -0.79% | 12.05M | 209.51 | 5.44% | |
| 5 | Oracle Corp | 173.21 | -1.20% | 65.33K | 0.00% | 11.13M | 51.84 | 5.03% |
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