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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
VISVanguard World Fd
Recent Activity
Increased 0.71%
0.31%
$2.516M
9,892 shares@ $254.4 avg price
COHRCoherent Corp
Recent Activity
Increased 0.19%
0.29%
$2.355M
24,860 shares@ $94.74 avg price
LOWLowes Cos Inc
Recent Activity
Increased 8.55%
0.29%
$2.353M
9,536 shares@ $246.79 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 98.8%
0.29%
$2.319M
125,370 shares@ $18.51 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.55%
0.28%
$2.293M
32,764 shares@ $70.01 avg price
OKEOneok Inc New
Recent Activity
Increased 0.18%
0.28%
$2.223M
22,142 shares@ $100.4 avg price
GTLSChart Inds Inc
Recent Activity
Increased 38.42%
0.28%
$2.216M
11,612 shares@ $190.84 avg price
ICSHIshares Tr
Recent Activity
Increased 3.07%
0.27%
$2.169M
43,007 shares@ $50.43 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 3.25%
0.27%
$2.141M
42,501 shares@ $50.38 avg price
PFFAEtfis Ser Tr I
Recent Activity
Increased 4.13%
0.25%
$2.018M
92,135 shares@ $21.91 avg price