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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 $804,818,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 66,939 $34,400,622 4.27%
2.
Ishares Trust
 IEF 57,448 $32,279,901 4.01%
3.
Coca Cola Co
 KO 330,628 $23,679,562 2.94%
4.
Visa Inc.
 V 55,833 $19,567,233 2.43%
5.
Alphabet Inc.
 GOOGL 122,271 $19,102,348 2.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)