Sheets Smith Wealth Management’s Xometry XMTR Stock Holding History

Sheets Smith Wealth Management’s Portfolio XMTR Stock Details XMTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$721K	Hold	7,473	–	–	0.07%	251
2026 Q1	$305K	Hold	7,473	–	–	0.03%	346
2025 Q4	$444K	Hold	7,473	–	–	0.05%	290
2025 Q3	$407K	Buy	+7,473	New	+$324K	0.05%	309

Other funds holding XMTR

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Capelight Capital Asset Management New York $201M AUM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return