Terry Ammons

@Sheets Smith Wealth Management

Latest period2024 - Q4

Reported2d ago

Managed Assets$819.307M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BXBlackstone Inc Recent Activity Increased 2.82%	0.16%	$1.261M 7,314 shares@ $172.43 avg price	Increased 2.82%
OUNZVaneck Merk Gold Etf Recent Activity Increased 33.02%	0.15%	$1.215M 48,041 shares@ $25.3 avg price	Increased 33.02%
AITApplied Indl Technologies In Recent Activity Increased 3.16%	0.15%	$1.213M 5,067 shares@ $239.46 avg price	Increased 3.16%
SCHASchwab Strategic Tr Recent Activity Increased 102.01%	0.15%	$1.172M 45,328 shares@ $25.86 avg price	Increased 102.01%
DBEFDbx Etf Tr Recent Activity Increased 0.5%	0.14%	$1.145M 27,652 shares@ $41.41 avg price	Increased 0.5%
GGGGraco Inc Recent Activity Increased 0.03%	0.14%	$1.144M 13,578 shares@ $84.3 avg price	Increased 0.03%
SOSouthern Co Recent Activity Increased 0.37%	0.14%	$1.13M 13,722 shares@ $82.32 avg price	Increased 0.37%
XMHQInvesco Exchange Traded Fd T Recent Activity Increased 1.41%	0.14%	$1.128M 11,458 shares@ $98.47 avg price	Increased 1.41%
JEPQJ P Morgan Exchange Traded F Recent Activity Increased 22.22%	0.14%	$1.121M 19,880 shares@ $56.38 avg price	Increased 22.22%
SAIASaia Inc Recent Activity Increased 0.84%	0.14%	$1.098M 2,409 shares@ $455.74 avg price	Increased 0.84%