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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
OUSMAlps Etf Tr
Recent Activity
Increased 18.9%
0.55%
$4.462M
102,055 shares@ $43.73 avg price
PULSPgim Etf Tr
Recent Activity
Increased 2.19%
0.48%
$3.91M
78,902 shares@ $49.55 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 89.88%
0.44%
$3.592M
149,314 shares@ $24.06 avg price
IGMIshares Tr
Recent Activity
Increased 0.09%
0.43%
$3.512M
34,400 shares@ $102.09 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.01%
0.43%
$3.455M
24,636 shares@ $140.23 avg price
VVVanguard Index Fds
Recent Activity
Increased 2.34%
0.4%
$3.197M
11,854 shares@ $269.71 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 37.43%
0.35%
$2.822M
39,513 shares@ $71.44 avg price
IHDGWisdomtree Tr
Recent Activity
Increased 0.17%
0.34%
$2.783M
64,032 shares@ $43.47 avg price
MTZMastec Inc
Recent Activity
Increased 0.22%
0.33%
$2.69M
19,760 shares@ $136.14 avg price
EFIVSpdr Ser Tr
Recent Activity
Increased 10.97%
0.33%
$2.625M
46,484 shares@ $56.48 avg price