SHEETS SMITH WEALTH MANAGEMENT
Q1 2024 Form 13-F

WINSTON-SALEM, NORTH CAROLINA
$893.1M Reported Value Total

SHEETS SMITH WEALTH MANAGEMENT reports 1,039 total accounts under management (AUM). There are 1,039 discretionary accounts valued at $1,244,346,361, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.

SHEETS SMITH WEALTH MANAGEMENT Form 13-F reported portfolio values from Q2 2013 to Q2 2025

Portfolio value (does not include cash or treasury holdings).

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