Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SHEETS SMITH WEALTH MANAGEMENT 01-15-2024 12-31-2023 353 702,918,602
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $26,110,502 54,667 0.00 0.00 -168 -0.31 12-31-2023
COCA COLA CO COM 2 $19,536,658 331,523 0.00 0.00 -112 -0.03 12-31-2023
PEPSICO INC COM 3 $19,000,186 111,871 0.00 0.00 -3,841 -3.32 12-31-2023
ISHARES TR SHRT NAT MUN ETF 4 $16,833,586 159,666 0.00 0.00 -4,349 -2.65 12-31-2023
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