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
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 535.65 | -0.02% | 63.74K | +7.54% | 34.34M | 484.28 | 4.19% |
| 2 | IVV | iShares Core S&... | 585.56 | -0.02% | 49.53K | -8.27% | 29.16M | 255.39 | 3.56% |
| 3 | GOOG | Alphabet Inc. | 172.00 | +1.14% | 112.76K | +5.10% | 21.47M | 79.22 | 2.62% |
| 4 | AMZN | Amazon.com, Inc... | 203.03 | +0.95% | 95.59K | +0.69% | 20.97M | 116.48 | 2.56% |
| 5 | KO | The Coca-Cola C... | 71.15 | -0.97% | 330.63K | +0.03% | 20.58M | 44.18 | 2.51% |
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