SHEETS SMITH WEALTH MANAGEMENT - Portfolio overview

SHEETS SMITH WEALTH MANAGEMENT has 436 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 4.80%
2. IVV - ISHARES TR, 3.99%
3. GOOG - ALPHABET INC, 2.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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