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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
IBRXImmunitybio Inc
Recent Activity
Decreased -4.8%
0.2%
$1.623M
633,975 shares@ $2.56 avg price
RBCRbc Bearings Inc
Recent Activity
Decreased -2.75%
0.2%
$1.562M
5,223 shares@ $299.14 avg price
IGSBIshares Tr
Recent Activity
Decreased -0.01%
0.19%
$1.528M
29,560 shares@ $51.7 avg price
IWFIshares Tr
Recent Activity
Decreased -4.13%
0.19%
$1.527M
3,803 shares@ $401.59 avg price
PFXFVaneck Etf Trust
Recent Activity
Decreased -0.28%
0.18%
$1.419M
82,288 shares@ $17.25 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.98%
0.18%
$1.417M
53,405 shares@ $26.54 avg price
APPApplovin Corp
Recent Activity
Decreased -11%
0.18%
$1.401M
4,326 shares@ $323.84 avg price
SEIXVirtus Etf Tr Ii
Recent Activity
Decreased -0.17%
0.18%
$1.398M
58,415 shares@ $23.93 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -2.22%
0.16%
$1.282M
44,719 shares@ $28.68 avg price
MAMastercard Incorporated
Recent Activity
Decreased -5.99%
0.16%
$1.239M
2,353 shares@ $526.66 avg price