Sheets Smith Wealth Management
CIK Number: 0001157436
819.31M
Market Value
347
# of Holdings
20 months
Avg. Holding Period
77.33%
Win Rate
6.69%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 536.14 | -1.86% | 59.27K | -35.18% | 31.28M | 480.17 | 3.83% | |
| 2 | Ishares Tr | 586.14 | -1.83% | 53.99K | -0.41% | 31.15M | 258.37 | 3.81% | |
| 3 | Coca Cola Co | 72.33 | +1.57% | 330.53K | +0.00% | 23.75M | 44.2 | 2.91% | |
| 4 | Schwab Strategi... | 23.07 | -1.89% | 269.27K | -0.05% | 18.27M | 15.35 | 2.23% | |
| 5 | Alphabet Inc | 168.44 | -2.20% | 107.28K | -1.31% | 17.94M | 73.54 | 2.19% |
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