Sheets Smith Wealth Management

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Assets, Funds, Holdings

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Sheets Smith Wealth Management
CRD #105710
SEC #801-31437
CIK #0001157436
AUM$775.1 MM
Employees15
Phone336-765-2020
Address120 Club Oaks Court Suite 200
Winston Salem, NC 27104-4680
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IWF 14.0
V 341,210.0 12.0
IVV 9.6
FB 491,090.0 8.3
IGSB 7.6
NKE 135,060.0 7.5
ECL 49,000.0 6.7
CPRT 13,450.0 6.4
PZZA 1,420.0 6.0
AAPL 843,560.0 5.9
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Holdings by Sector ($BB)