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 $724.6 MM (100% Disc, 100% US)
Employees15 (67% Investors, 0% Brokers)
Phone336-765-2020
Address120 Club Oaks Court
Winston Salem, NC 27104-4680
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
78062446831215602000200620132020
Sector Holding Cap ($MM) Value ($MM)
V341,210.012.9
IVV11.2
IWF10.5
NKE135,060.08.6
ECL49,000.07.8
MSFT865,660.06.4
IQV27,580.06.4
CPRT13,450.06.3
HSIC9,070.06.2
PSA38,190.06.1
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Related Firms State AUM ($BB)
Sheets Smith Wealth Management
NC 0.7
Sheets Smith Investment Management LLC
NC 0.1
Comparable Firms State AUM ($BB)
Rather & Kittrell Inc
TN 0.7
Clayton Financial Group LLC
MO 0.7
Eclectic Associates Inc
CA 0.7
The Insight Group Inc
UT 0.7
Bruce & Co Inc
IL 0.7
Investors Financial Group LLC
MN 0.7
Mariner Wealth Advisors-Nyc LLC
KS 0.7
Towneley Capital Management Inc
CA 0.7
Hickory Group Ltd
OH 0.7
Estabrook Capital Management LLC
NY 0.7
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