Sheets Smith Wealth Management
CIK Number: 0001157436
817.57M
Market Value
344
# of Holdings
19 months
Avg. Holding Period
74.46%
Win Rate
10.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 555.91 | -0.47% | 59.27K | -35.18% | 31.28M | 480.17 | 3.83% | |
| 2 | Ishares Tr | 607.65 | -0.48% | 53.99K | -0.41% | 31.15M | 258.37 | 3.81% | |
| 3 | Coca Cola Co | 63.84 | +1.91% | 330.53K | +0.00% | 23.75M | 44.2 | 2.91% | |
| 4 | Schwab Strategi... | 23.91 | -0.52% | 269.27K | -0.05% | 18.27M | 31.92 | 2.23% | |
| 5 | Alphabet Inc | 193.72 | -1.52% | 107.28K | -1.31% | 17.94M | 73.54 | 2.19% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.