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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
37
2
19
2
8
2
46
22
38
SHEETS SMITH WEALTH MANAGEMENT

Time Period2019-03-31

Total Holdings313

Total Value ($x1000)461,936
Activities
New53

Increased115

Unchanged38

Decreased107

Sold Out14

Top 10 Stock Holdingstotal 21.18%
V3.3

IVV2.75

IWF2.65

NKE2.15

ECL1.99

 
CPRT1.96

IQV1.69

GOOG1.6

MSFT1.59

AMZN1.5

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
V
3.3%
COM CL A
IVV
2.75%
CORE S&P500 ETF
IWF
2.65%
RUS 1000 GRW ETF
NKE
2.15%
CL B
ECL
1.99%
COM
CPRT
1.96%
COM
IQV
1.69%
COM
GOOG
1.6%
CAP STK CL C
MSFT
1.59%
COM
AMZN
1.5%
COM
TSCO
1.47%
COM
PSA
1.42%
COM
EL
1.39%
CL A
AAPL
1.29%
COM
WCN
1.23%
COM
CSCO
1.23%
COM
INTU
1.23%
COM
GIS
1.17%
COM
WPC
1.09%
COM
FB
1.05%
CL A
HSIC
1.03%
COM
WAT
0.96%
COM
PZZA
0.95%
COM
QQQ
0.94%
UNIT SER 1
SEIC
0.91%
COM
IJH
0.89%
CORE S&P MCP ETF
PAYX
0.87%
COM
MCHP
0.82%
COM
CNI
0.78%
COM
MTZ
0.76%
COM
IWV
0.76%
RUSSELL 3000 ETF
PRF
0.76%
FTSE RAFI 1000
RSP
0.71%
S&P500 EQL WGT
ACN
0.7%
SHS CLASS A
SCHO
0.69%
SHT TM US TRES
IYR
0.68%
U.S. REAL ES ETF
ITR
0.68%
INTR TRM CORP BD
EXPD
0.67%
COM
LKQ
0.66%
COM
EFA
0.66%
MSCI EAFE ETF
JPM
0.62%
COM
GOOGL
0.61%
CAP STK CL A
TJX
0.61%
COM
IWM
0.6%
RUSSELL 2000 ETF
KMX
0.59%
COM
SCHX
0.59%
US LRG CAP ETF
ACWX
0.58%
MSCI ACWI US ETF
FLOT
0.56%
FLTG RATE BD ETF
BLK
0.55%
COM
VZ
0.55%
COM
XLE
0.54%
SBI INT-ENERGY
BBT
0.52%
COM
MMP
0.52%
COM UNIT RP LP
EEFT
0.5%
COM
UNP
0.5%
COM
HDS
0.5%
COM
SBUX
0.49%
COM
SCHB
0.48%
US BRD MKT ETF
VIG
0.48%
DIV APP ETF
UTX
0.47%
COM
NOW
0.46%
COM
VTV
0.44%
VALUE ETF
PFE
0.44%
COM
GILD
0.43%
COM
XEL
0.43%
COM
EPD
0.43%
COM
LQD
0.43%
IBOXX INV CP ETF
SJM
0.42%
COM NEW
USB
0.42%
COM NEW
ABT
0.42%
COM
TMUS
0.41%
COM
SPLV
0.4%
S&P500 LOW VOL
HON
0.4%
COM
QUS
0.4%
MSCI USA QUAL
MA
0.4%
CL A
ONEK
0.4%
RUSSELL 1000 ETF
CRM
0.39%
COM
BA
0.39%
COM
UNH
0.39%
COM
DUK
0.38%
COM NEW
ITOT
0.38%
CORE S&P TTL STK
SYK
0.38%
COM
ITM
0.37%
AMT FREE INT ETF
JNJ
0.36%
COM
SCPB
0.35%
BARC SHT TR CP
ABBV
0.33%
COM
VEU
0.33%
ALLWRLD EX US
PYPL
0.33%
COM
AGG
0.33%
CORE TOTUSBD ETF
LH
0.32%
COM NEW
FDX
0.32%
COM
VTI
0.31%
TOTAL STK MKT
FIVE
0.3%
COM
SHYG
0.3%
0-5YR HI YL CP
XOM
0.29%
COM
PRFZ
0.28%
FTSE RAFI 1500
MRK
0.28%
COM
T
0.27%
COM
ISRG
0.27%
COM NEW
VCSH
0.26%
SHRT TRM CORP BD
CVET
0.26%
COM
MSCI
0.26%
COM
CELG
0.26%
COM
GTLS
0.25%
COM PAR $0.01
FCNCA
0.25%
CL A
SCHD
0.24%
US DIVIDEND EQ
IRT
0.24%
COM
PEP
0.23%
COM
O
0.23%
COM
NSC
0.23%
COM
SO
0.23%
COM
EPI
0.23%
INDIA ERNGS FD
CSGP
0.23%
COM
VV
0.23%
LARGE CAP ETF
ORLY
0.23%
COM
SSNC
0.23%
COM
LOW
0.23%
COM
SPY
0.22%
TR UNIT
D
0.22%
COM
ADBE
0.22%
COM
INTC
0.22%
COM
CVX
0.22%
COM
VNM
0.22%
VIETNAM ETF
SCHF
0.21%
INTL EQTY ETF
VEEV
0.21%
CL A COM
EW
0.21%
COM
EFG
0.21%
EAFE GRWTH ETF
PAYC
0.21%
COM
CNQ
0.21%
COM
RY
0.21%
COM
PRAH
0.2%
COM
MCD
0.2%
COM
AMGN
0.2%
COM
DVY
0.2%
SELECT DIVID ETF
PGX
0.2%
PFD ETF
IEV
0.19%
EUROPE ETF
HCN
0.18%
COM
SWKS
0.18%
COM
CL
0.18%
COM
VTR
0.18%
COM
VRTX
0.18%
COM
DIS
0.17%
COM DISNEY
TREE
0.17%
COM
APD
0.17%
COM
KMI
0.17%
COM
ANET
0.16%
COM
SCHE
0.16%
EMRG MKTEQ ETF
HUBS
0.16%
COM
SCHM
0.16%
US MID-CAP ETF
ADP
0.16%
COM
EPAM
0.16%
COM
XMLV
0.16%
S&P MIDCP LOW
AVGO
0.16%
COM
CWI
0.16%
MSCI ACWI EXUS
NFLX
0.15%
COM
COP
0.15%
COM
TMO
0.15%
COM
COUP
0.15%
COM
FLT
0.15%
COM
PANW
0.15%
COM
WP
0.15%
CL A
KNSL
0.15%
COM
LPLA
0.15%
COM
PM
0.14%
COM
GPN
0.14%
COM
INXN
0.14%
SHS
LHCG
0.14%
COM
CYBR
0.14%
SHS
CP
0.14%
COM
DLR
0.13%
COM
MANT
0.13%
CL A
CART
0.13%
COM
AXP
0.13%
COM
FTNT
0.13%
COM
PLNT
0.13%
CL A
KEYS
0.13%
COM
HZNP
0.13%
SHS
ADUS
0.12%
COM
WMT
0.12%
COM
LULU
0.12%
COM
TPR
0.12%
COM
WDAY
0.12%
CL A
WFC
0.12%
COM
XLNX
0.12%
COM
NMIH
0.12%
CL A
TTD
0.12%
CL A
MUB
0.12%
NAT AMT FREE BD
AON
0.12%
SHS CL A
GMM
0.12%
EMERG MKTS ETF
ZTS
0.11%
CL A
TROW
0.11%
COM
PCTY
0.11%
COM
NTIC
0.11%
COM
WMGI
0.11%
ORD SHS 0.03 PAR
KO
0.11%
COM
CCMP
0.11%
COM
BND
0.11%
TOTAL BND MRKT
NEOG
0.11%
COM
FIS
0.11%
COM
OUSM
0.11%
OSHARES FTSE
SFST
0.11%
COM
FIVN
0.11%
COM
FTSM
0.11%
FIRST TR ENH NEW
FISV
0.11%
COM
NEWR
0.1%
COM
DBEF
0.1%
XTRAK MSCI EAFE
KWR
0.1%
COM
FUN
0.1%
DEPOSITRY UNIT
ESNT
0.1%
COM
DEM
0.1%
EMERG MKTS ETF
RNG
0.1%
CL A
COST
0.1%
COM
CSOD
0.1%
COM
MYRG
0.1%
COM
BAC
0.1%
COM
FN
0.1%
SHS
ZEN
0.1%
COM
CHEF
0.1%
COM
GWL
0.1%
S&P WRLD EX US
NGVT
0.09%
COM
TWLO
0.09%
CL A
AYX
0.09%
CL A
ICSH
0.09%
LIQUID INC ETF
AZZ
0.09%
COM
VIRT
0.09%
CL A
DIA
0.09%
UT SER 1
SAIA
0.09%
COM
FNDA
0.09%
SCHWAB FDT US SC
MNRO
0.09%
COM
TEAM
0.09%
CL A
JPST
0.09%
ULTRA SHRT INC
VNQ
0.09%
REIT ETF
ALRM
0.08%
COM
CCE
0.08%
SHS
CHGG
0.08%
COM
ETE
0.08%
COM UT LTD PTN
PG
0.08%
COM
PCN
0.08%
COM
DSGX
0.08%
COM
G
0.08%
SHS
AMT
0.08%
COM
ECPG
0.08%
COM
HCCI
0.08%
COM
JFR
0.08%
COM
SPLK
0.08%
COM
KDP
0.08%
COM
DPZ
0.08%
COM
BK
0.08%
COM
IR
0.08%
SHS
ISBC
0.08%
COM
SRLN
0.08%
BLKSTN GSOSRLN
LLY
0.07%
COM
GDDY
0.07%
CL A
NCLH
0.07%
SHS
BIOS
0.07%
COM
FWRD
0.07%
COM
ENB
0.07%
COM
DATA
0.07%
CL A
BABA
0.07%
SPONSORED ADS
XOVR
0.07%
SPDR BOFA CRSS
ADSK
0.07%
COM
AEIS
0.07%
COM
MO
0.07%
COM
RNST
0.07%
COM
HYMB
0.07%
NUV HGHYLD MUN
NJR
0.07%
COM
SSB
0.07%
COM
LILAK
0.07%
COM CL C
IIVI
0.07%
COM
IRM
0.07%
COM
OEF
0.07%
S&P 100 ETF
VPG
0.07%
COM
DORM
0.06%
COM
PNFP
0.06%
COM
DXJ
0.06%
JAPN HEDGE EQT
DWDP
0.06%
COM
ORI
0.06%
COM
BV
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
IEFA
0.06%
CORE MSCI EAFE
AIT
0.06%
COM
NVS
0.06%
SPONSORED ADR
MGC
0.06%
MEGA CAP INDEX
NBTB
0.06%
COM
SCHW
0.06%
COM
SCHZ
0.05%
US AGGREGATE B
BATRK
0.05%
COM C BRAVES GRP
FNSR
0.05%
COM NEW
SUM
0.05%
CL A
ACWI
0.05%
MSCI ACWI ETF
CHY
0.05%
COM SHS
WRE
0.05%
SH BEN INT
JNK
0.05%
BRC HGH YLD BD
EMLP
0.05%
NO AMER ENERGY
HURC
0.05%
COM
XLU
0.05%
SBI INT-UTILS
CBM
0.05%
COM
CENTA
0.05%
CL A NON-VTG
IWW
0.05%
RUS 3000 VAL ETF
MAR
0.05%
CL A
BCE
0.05%
COM NEW
BRK.B
0.04%
CL B NEW
CVS
0.04%
COM
IBML
0.04%
IBONDS DEC2023
PICO
0.04%
COM NEW
TBBK
0.04%
COM
JRO
0.03%
COM SHS
NMI
0.02%
COM
FAX
0.02%
COM
USAT
0.02%
COM NO PAR
HIMX
0.02%
SPONSORED ADR
HOS
0.01%
COM
TRXC
0.01%
COM NEW
FLTR
0.34%
INVT GRADE FLTG
BURL
0.22%
COM
BMY
0.21%
COM
MLNX
0.18%
SHS
GDOT
0.16%
CL A
GMF
0.15%
ASIA PACIF ETF
LAZ
0.15%
SHS A
SAVE
0.1%
COM
AAP
0.1%
COM
CIEN
0.09%
COM NEW
QNST
0.09%
COM
QTNA
0.08%
COM
GBX
0.06%
COM
PRMW
0.06%
COM