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Terry Ammons

@Sheets Smith Wealth Management

Latest period2024 - Q4ReportedManaged Assets$819.307MTotal holdings375
Assets growth rate0.22%Assets growth rate (2-Q avg)-1.01%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sheets Smith Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of Sheets Smith Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 819.307M in assets, with a quarterly growth rate of 0.22% and a 2-quarter average growth rate of -1.01%. The portfolio is managed by Terry Ammons, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -8.26%
3.56%
$29.158M
49,531 shares@ $588.69 avg price
VVisa Inc
Recent Activity
Decreased -0.33%
2.18%
$17.818M
56,379 shares@ $316.04 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.38%
1.96%
$16.037M
279,445 shares@ $57.4 avg price
SUBIshares Tr
Recent Activity
Decreased -2.16%
1.62%
$13.194M
125,087 shares@ $105.49 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.59%
1.52%
$12.439M
24,332 shares@ $511.24 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.73%
1.36%
$11.096M
82,624 shares@ $134.3 avg price
ECLEcolab Inc
Recent Activity
Decreased -0.05%
1.33%
$10.858M
46,339 shares@ $234.32 avg price
INTUIntuit
Recent Activity
Decreased -0.15%
1.23%
$10.023M
15,947 shares@ $628.51 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.02%
1.2%
$9.772M
80,886 shares@ $120.82 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.22%
1.1%
$8.966M
130,049 shares@ $68.95 avg price