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⚲
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| Sheets Smith Wealth Management
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| |
|---|---|
| CRD # | 105710 |
| SEC # | 801-31437 |
| CIK # | 0001157436 |
| AUM | $1.1 BB (2024-02-28) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 336-765-2020 |
| Address | 120 Club Oaks Court Winston Salem, NC 27104-4680 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| KO | 269,985.6 | 21.0 | |
| GOOG | 1,482,566.4 | 19.9 | |
| AMZN | 1,092,997.8 | 19.3 | |
| PEP | 226,773.9 | 18.9 | |
| V | 419,260.5 | 15.2 | |
| CPRT | 25,870.7 | 15.2 | |
| AAPL | 2,382,844.0 | 13.7 | |
| TSCO | 21,844.9 | 13.4 | |
| NVDA | 399,550.0 | 11.1 | |
| ECL | 43,790.9 | 11.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 70.5 |
| (b) Individuals (high net worth individuals) | 128 | 903.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 16.3 |
| (h) Charitable organizations | 5 | 13.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 15 | 9.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 52.8 |
| (n) Other | 0 | 0.0 |
| Total | 945 | 1,066.3 |
| By Discretionary | ||
| Discretionary | 945 | 1,066.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 945 | 1,066.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,066.3 | |
| Total | 945 | 1,066.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001157436] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Sheets Smith Wealth Management
✚
|
NC | 1.1 |
|
Sheets Smith Investment Management LLC
✚
|
TX | 0.1 |
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|---|---|---|
|
Clearview Financial Partners LLC
✚
|
PA | 1.1 |
|
Invictus Private Wealth LLC
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CO | 1.1 |
|
GPS Wealth Strategies Group LLC
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|
CO | 1.1 |
|
HHM Wealth Advisors LLC
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|
TN | 1.1 |
|
River Wealth Advisors LLC
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|
PA | 1.1 |
|
Anderson Hoagland & Co
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MO | 1.1 |
|
Evermay Wealth Management LLC
✚
|
VA | 1.1 |
|
Payne Capital Management LLC
✚
|
NY | 1.1 |
|
Kings Path Partners LLC
✚
|
TX | 1.1 |
|
James Investment Research Inc
✚
|
OH | 1.1 |