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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
PSAPublic Storage Oper Co
Recent Activity
Decreased -0.05%
1.04%
$8.505M
28,403 shares@ $299.44 avg price
ULTAUlta Beauty Inc
Recent Activity
Decreased -3.78%
1.03%
$8.388M
19,287 shares@ $434.94 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.26%
1.02%
$8.297M
19,684 shares@ $421.5 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -5.67%
0.98%
$7.993M
74,301 shares@ $107.57 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -9.83%
0.9%
$7.357M
224,577 shares@ $32.77 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.1%
0.82%
$6.665M
18,947 shares@ $351.79 avg price
GWWGrainger W W Inc
Recent Activity
Decreased -0.17%
0.74%
$5.996M
5,688 shares@ $1054.11 avg price
SNPEDbx Etf Tr
Recent Activity
Decreased -9.57%
0.69%
$5.576M
104,666 shares@ $53.28 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.52%
0.68%
$5.557M
43,207 shares@ $128.63 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.45%
0.67%
$5.453M
22,747 shares@ $239.71 avg price