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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
DORMDorman Prods Inc
Recent Activity
Increased 26.69%
0.24%
$1.937M
14,953 shares@ $129.55 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 201.53%
0.24%
$1.903M
68,682 shares@ $27.71 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 0.34%
0.22%
$1.741M
30,264 shares@ $57.54 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 13.93%
0.19%
$1.511M
2,904 shares@ $520.16 avg price
ITAIshares Tr
Recent Activity
Increased 5.17%
0.19%
$1.481M
10,187 shares@ $145.36 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 1.22%
0.17%
$1.358M
14,073 shares@ $96.54 avg price
DISDisney Walt Co
Recent Activity
Increased 0.47%
0.17%
$1.319M
11,844 shares@ $111.35 avg price
EXLSExlservice Holdings Inc
Recent Activity
Increased 19.08%
0.17%
$1.314M
29,616 shares@ $44.38 avg price
MYRGMyr Group Inc Del
Recent Activity
Increased 3.42%
0.16%
$1.308M
8,789 shares@ $148.78 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.55%
0.16%
$1.293M
2,209 shares@ $585.55 avg price