SSWM
NVEE

Sheets Smith Wealth Management’s NV5 Global NVEE Stock Holding History

Sheets Smith Wealth Management’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-22,632
Closed -$491K – 308
2018
Q3 		$491K Buy
22,632
+136
+0.6% +$2.8K 0.1% 219
2018
Q2 		$390K Buy
+22,496
New +$350K 0.09% 227
2018
Q1 		– Sell
-34,248
Closed -$464K – 331
2017
Q4 		$464K Buy
34,248
+708
+2% +$9.61K 0.11% 201
2017
Q3 		$458K Buy
33,540
+6,612
+25% +$74.8K 0.12% 193
2017
Q2 		$286K Buy
+26,928
New +$260K 0.08% 242

Other funds holding NVEE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return