SSWM
PRO

Sheets Smith Wealth Management’s PROS Holdings PRO Stock Holding History

Sheets Smith Wealth Management’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,719
Closed -$244K – 398
2024
Q1 		$244K Sell
6,719
-376
-5% -$13.3K 0.03% 346
2023
Q4 		$275K Buy
7,095
+325
+5% +$11.7K 0.04% 294
2023
Q3 		$234K Sell
6,770
-348
-5% -$12K 0.04% 292
2023
Q2 		$219K Buy
+7,118
New +$200K 0.03% 307
2022
Q2 		– Sell
-7,118
Closed -$237K – 336
2022
Q1 		$237K Hold
7,118
– – 0.03% 314
2021
Q4 		$245K Buy
7,118
+25
+0.4% +$856 0.03% 336
2021
Q3 		$252K Hold
7,093
– – 0.03% 321
2021
Q2 		$323K Hold
7,093
– – 0.04% 293
2021
Q1 		$301K Hold
7,093
– – 0.04% 273
2020
Q4 		$360K Buy
7,093
+180
+3% +$7.12K 0.05% 251
2020
Q3 		$221K Hold
6,913
– – 0.04% 274
2020
Q2 		$307K Hold
6,913
– – 0.06% 201
2020
Q1 		$215K Buy
+6,913
New +$346K 0.05% 244

Other funds holding PRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return