Sheets Smith Wealth Management


Assets, Funds, Holdings

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Sheets Smith Wealth Management
CRD #105710
SEC #801-31437
AUM $796.1 MM (100% Disc, 100% US, 2020-03-24)
Employees15 (67% Investors, 0% Brokers)
Address120 Club Oaks Court
Winston Salem, NC 27104-4680
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
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 ($)
Related Firms State AUM ($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
IL 0.8
SBK Financial Inc
VA 0.8
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