Sheets Smith Wealth Management

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Assets, Funds, Holdings

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CAFR Data
Sheets Smith Wealth Management
CRD #105710
SEC #801-31437
CIK #
AUM $796.1 MM (100% Disc, 100% US, 2020-03-24)
Employees15 (67% Investors, 0% Brokers)
Phone336-765-2020
Address120 Club Oaks Court
Winston Salem, NC 27104-4680
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016001999200620132021
Sector Issuer Cap ($MM) Value ($MM)
V 411,370.0 12.9
IVV 11.2
IWF 10.5
NKE 150,250.0 8.6
ECL 59,170.0 7.8
MSFT 1,376,930.0 6.4
IQV 27,400.0 6.4
CPRT 20,630.0 6.3
HSIC 8,500.0 6.2
PSA 33,640.0 6.1
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Related Firms State AUM ($BB)
Sheets Smith Wealth Management
NC 0.8
Sheets Smith Investment Management LLC
NC 0.1
Comparable Firms State AUM ($BB)
Palladiem LLC
PA 0.8
SASCO Capital Inc
CT 0.8
Spirit of America Management Corp
NY 0.8
Murray Financial Group LLC
MN 0.8
International Assets Investment Management LLC
FL 0.8
Aviance Capital Management LLC
FL 0.8
WSFS Capital Management LLC
PA 0.8
Axiom Investment Management LLC
NY 0.8
PWMCO LLC
IL 0.8
SBK Financial Inc
VA 0.8
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