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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
AMGNAmgen Inc
Recent Activity
Decreased -1.17%
0.66%
$5.33M
20,449 shares@ $260.65 avg price
IJRIshares Tr
Recent Activity
Decreased -1.19%
0.58%
$4.704M
40,827 shares@ $115.23 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.04%
0.58%
$4.702M
24,009 shares@ $195.83 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -1.61%
0.55%
$4.433M
129,888 shares@ $34.14 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -1.37%
0.51%
$4.162M
18,854 shares@ $220.73 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.36%
0.51%
$4.16M
4,540 shares@ $916.35 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -15.42%
0.43%
$3.485M
43,413 shares@ $80.28 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -52.06%
0.42%
$3.362M
33,644 shares@ $99.92 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.17%
0.39%
$3.16M
18,666 shares@ $169.31 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.19%
0.37%
$2.956M
27,432 shares@ $107.75 avg price