Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sheets Smith Wealth Management > Profile

Instuitional Investor - Sheets Smith Wealth Management

Fund Profile
Filing Period:
Fund Name: Sheets Smith Wealth Management
Portfolio Value $702,918,602
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 54,667 $26,110,502 3.71%
2.
Coca Cola Co
 KO 331,523 $19,536,658 2.77%
3.
Pepsico Inc
 PEP 111,871 $19,000,186 2.7%
4.
Ishares Tr
 159,666 $16,833,586 2.39%
5.
Alphabet Inc.
 GOOG 109,277 $15,400,408 2.19%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)