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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
MRKMerck & Co Inc
Recent Activity
Decreased -6.75%
0.25%
$2.023M
20,333 shares@ $99.49 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.15%
0.24%
$1.931M
13,354 shares@ $144.63 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -24.48%
0.24%
$1.925M
47,708 shares@ $40.35 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.59%
0.24%
$1.885M
20,860 shares@ $90.35 avg price
SPHYSpdr Ser Tr
Recent Activity
Decreased -0.25%
0.21%
$1.719M
73,239 shares@ $23.47 avg price
IXNIshares Tr
Recent Activity
Decreased -0.24%
0.21%
$1.673M
19,744 shares@ $84.75 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -9.57%
0.21%
$1.668M
20,609 shares@ $80.93 avg price
SYKStryker Corporation
Recent Activity
Decreased -3.22%
0.21%
$1.662M
4,616 shares@ $360.06 avg price
BILSSpdr Ser Tr
Recent Activity
Decreased -11.17%
0.21%
$1.655M
16,689 shares@ $99.15 avg price
SGOLEtfs Gold Tr
Recent Activity
Decreased -0.06%
0.2%
$1.636M
65,302 shares@ $25.05 avg price