Portfolio (Quarterly)
Guide ↗
Smith Salley Wealth Management
· CIK 0001482012| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 135,605 | $12.5M | 0.62% | SOLD |
| 2 | AGZ | ISHARES TR | — | 21,382 | $2.4M | 0.12% | SOLD |
| 3 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 6,596 | $1.7M | 0.08% | SOLD |
| 4 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 27,295 | $1.5M | 0.07% | SOLD |
| 5 | AXON | AXON ENTERPRISE INC | Industrials | 450 | $256K | 0.01% | SOLD |
| 6 | UBER | UBER TECHNOLOGIES INC | Technology | 2,645 | $216K | 0.01% | SOLD |
| 7 | DIS | DISNEY WALT CO | Communication Services | 1,857 | $211K | 0.01% | SOLD |
| 8 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 8,000 | $209K | 0.01% | SOLD |
| 9 | B | BARRICK MNG CORP | Basic Materials | 4,621 | $201K | 0.01% | SOLD |
Sector Allocation
Technology
32.8%
Financial Services
14.5%
Industrials
11.4%
Consumer Cyclical
10.5%
Healthcare
10.0%
Communication Services
8.9%
Consumer Defensive
4.2%
Energy
2.8%
Utilities
2.7%
Basic Materials
1.8%