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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 194.15%
1.08%
$8.769M
386,310 shares@ $22.71 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 1.39%
0.82%
$6.687M
38,163 shares@ $175.24 avg price
IJHIshares Tr
Recent Activity
Increased 0.01%
0.82%
$6.683M
107,256 shares@ $62.31 avg price
NKENike Inc
Recent Activity
Increased 2.09%
0.74%
$6.02M
79,554 shares@ $75.68 avg price
SPGSimon Ppty Group Inc New
Recent Activity
Increased 5%
0.72%
$5.847M
33,953 shares@ $172.21 avg price
NOWServicenow Inc
Recent Activity
Increased 9.63%
0.7%
$5.726M
5,401 shares@ $1060.12 avg price
WPCWp Carey Inc
Recent Activity
Increased 22.32%
0.64%
$5.211M
95,648 shares@ $54.48 avg price
HDHome Depot Inc
Recent Activity
Increased 3.79%
0.63%
$5.127M
13,181 shares@ $388.99 avg price
DGROIshares Tr
Recent Activity
Increased 42.71%
0.58%
$4.706M
76,718 shares@ $61.34 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 10.93%
0.55%
$4.492M
57,589 shares@ $78.01 avg price