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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 $1,000,399,523
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 72,716 $49,942,313 4.99%
2.
Ishares Trust
 IEF 56,870 $42,589,699 4.26%
3.
Alphabet Inc.
 GOOGL 94,155 $33,267,840 3.33%
4.
American Centy Etf Tr - AVAN TOTA EQ ETF
 484,908 $26,400,574 2.64%
5.
Coca Cola Co
 KO 317,791 $25,826,861 2.58%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.