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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
QUSSpdr Ser Tr
Recent Activity
Decreased -3.84%
0.15%
$1.197M
7,730 shares@ $154.86 avg price
AGGIshares Tr
Recent Activity
Decreased -47.81%
0.15%
$1.177M
12,146 shares@ $96.9 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -1.8%
0.15%
$1.156M
5,440 shares@ $212.47 avg price
SHYGIshares Tr
Recent Activity
Decreased -3.15%
0.14%
$1.129M
26,485 shares@ $42.62 avg price
OHIOmega Healthcare Invs Inc
Recent Activity
Decreased -9.31%
0.14%
$1.113M
29,404 shares@ $37.85 avg price
ISTBIshares Tr
Recent Activity
Decreased -0.66%
0.13%
$1.003M
20,990 shares@ $47.77 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.73%
0.12%
$979,064
4,293 shares@ $228.07 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -46.43%
0.12%
$956,200
3,299 shares@ $289.85 avg price
CVSCvs Health Corp
Recent Activity
Decreased -37.2%
0.11%
$880,267
19,609 shares@ $44.9 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -39.68%
0.11%
$876,766
15,272 shares@ $57.42 avg price