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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
UBERUber Technologies Inc
Recent Activity
New Position
0.46%
$3.705M
61,425 shares@ $60.32 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.46%
$3.697M
3,607 shares@ $1025.02 avg price
RDZNRoadzen Inc
Recent Activity
New Position
0.12%
$959,200
440,000 shares@ $2.18 avg price
TEAMAtlassian Corporation
Recent Activity
New Position
0.09%
$706,289
2,902 shares@ $243.39 avg price
TOSTToast Inc
Recent Activity
New Position
0.09%
$674,252
18,498 shares@ $36.45 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.09%
$666,412
2,026 shares@ $328.93 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.08%
$646,782
5,693 shares@ $113.62 avg price
ROADConstruction Partners Inc
Recent Activity
New Position
0.08%
$631,693
7,141 shares@ $88.47 avg price
FTITechnipfmc Plc
Recent Activity
New Position
0.08%
$585,283
20,224 shares@ $28.95 avg price
KGSKodiak Gas Svcs Inc
Recent Activity
New Position
0.07%
$563,046
13,790 shares@ $40.84 avg price