Smith Shellnut Wilson LLC /adv
CIK Number: 0000944317
218.2M
Market Value
141
# of Holdings
18 months
Avg. Holding Period
37.84%
Win Rate
12.48%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 561.31 | +0.60% | 30.49K | +15.81% | 17.95M | 355.73 | 7.94% |
| 2 | VOO | Vanguard 500 In... | 513.51 | +0.74% | 29.91K | +6.91% | 16.12M | 419.06 | 7.13% |
| 3 | QQQ | Invesco QQQ Tru... | 481.23 | +1.21% | 25.84K | +4.71% | 13.21M | 223.08 | 5.85% |
| 4 | ITOT | iShares Core S&... | 121.87 | +0.73% | 84.98K | -19.35% | 10.93M | 75.69 | 4.84% |
| 5 | ORCL | Oracle Corporat... | 145.49 | +3.39% | 65.33K | 0.00% | 10.89M | 51.84 | 4.82% |
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