Portfolio (Quarterly) Guide ↗

SHEETS SMITH WEALTH MANAGEMENT

· CIK 0001157436

13F Portfolio $888M AUM 393 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 21 New 129 Added 101 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	SCHG	SCHWAB STRATEGIC TR	—	6,247	$204K	0.02%	SOLD

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Sector Allocation

Financial Services 17.8%

Technology 14.5%

Consumer Cyclical 13.6%

Industrials 11.6%

Consumer Defensive 9.2%

Healthcare 9.1%

Communication Services 7.8%

Energy 5.3%

Real Estate 4.9%

Basic Materials 4.6%