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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
VOVanguard Index Fds
Recent Activity
Decreased -1.01%
0.37%
$2.95M
11,167 shares@ $264.14 avg price
MBBIshares Tr
Recent Activity
Decreased -0.89%
0.35%
$2.85M
31,087 shares@ $91.68 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.43%
0.33%
$2.656M
14,946 shares@ $177.71 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -4.01%
0.32%
$2.601M
13,739 shares@ $189.31 avg price
TECBIshares Tr
Recent Activity
Decreased -3.4%
0.31%
$2.539M
47,731 shares@ $53.2 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -8.49%
0.31%
$2.497M
4,936 shares@ $505.89 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.13%
0.28%
$2.25M
9,959 shares@ $225.89 avg price
GISGeneral Mls Inc
Recent Activity
Decreased -12.6%
0.27%
$2.204M
34,567 shares@ $63.77 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -0.12%
0.27%
$2.19M
49,756 shares@ $44.02 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.69%
0.27%
$2.186M
3,731 shares@ $586.02 avg price