Sheets Smith Wealth Management

CIK Number: 0001157436

804.82M
Market Value
366
# of Holdings
22 months
Avg. Holding Period
40.51%
Win Rate
11.43%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VOO Vanguard 500 In...
510.50
+0.20% 63.74K +7.54% 34.34M 484.28 4.19%
2 IVV iShares Core S&...
558.05
+0.20% 49.53K -8.27% 29.16M 255.39 3.56%
3 GOOG Alphabet Inc.
161.19
-0.54% 112.76K +5.10% 21.47M 79.22 2.62%
4 AMZN Amazon.com, Inc...
184.64
-1.47% 95.59K +0.69% 20.97M 116.48 2.56%
5 KO The Coca-Cola C...
72.59
+0.33% 330.63K +0.03% 20.58M 44.18 2.51%

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