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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
PFFIshares Tr
Recent Activity
Exited
0%
$902,335
27,154 shares@ $33.24 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Exited
0%
$725,343
14,189 shares@ $51.13 avg price
OUSAAlps Etf Tr
Recent Activity
Exited
0%
$667,548
12,362 shares@ $54.0 avg price
NUVNuveen Mun Value Fd Inc
Recent Activity
Exited
0%
$611,035
67,742 shares@ $9.03 avg price
EGOEldorado Gold Corp New
Recent Activity
Exited
0%
$570,379
32,837 shares@ $17.38 avg price
MNDYMonday Com Ltd
Recent Activity
Exited
0%
$568,040
2,045 shares@ $277.78 avg price
BCOBrinks Co
Recent Activity
Exited
0%
$536,107
4,636 shares@ $115.64 avg price
EROEro Copper Corp
Recent Activity
Exited
0%
$510,495
22,923 shares@ $22.27 avg price
NUNu Hldgs Ltd
Recent Activity
Exited
0%
$489,393
35,853 shares@ $13.65 avg price
TECHBio-techne Corp
Recent Activity
Exited
0%
$461,995
5,780 shares@ $79.93 avg price