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Allison Hewett

Sheets Smith Wealth Management

Assets Managed
$888.478M
Holdings
393
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-2.5%(2Q avg: 0.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sheets Smith Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 393 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 888.478M in assets, with a quarterly growth rate of -2.5% and a 2-quarter average growth rate of 0.32%. The portfolio is managed by Allison Hewett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.39%
5.01%
$44.427M
74,348 shares@ $597.56 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.35%
4.17%
$37.005M
56,651 shares@ $653.22 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -8.58%
3.09%
$27.415M
95,568 shares@ $286.86 avg price
KO
Coca-cola Co The
Recent Activity
Increased 0.04%
2.84%
$25.164M
330,889 shares@ $76.05 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 2.75%
2.1%
$18.574M
724,427 shares@ $25.65 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -8.73%
1.97%
$17.465M
83,856 shares@ $208.27 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.28%
1.8%
$15.962M
27,656 shares@ $577.18 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -11.04%
1.58%
$14.006M
46,342 shares@ $302.24 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.15%
1.58%
$13.959M
182,380 shares@ $76.54 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -3.91%
1.5%
$13.257M
14,414 shares@ $919.76 avg price

1-10 of 393