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 19.2%

Technology 15.7%

Consumer Cyclical 14.7%

Industrials 12.5%

Consumer Defensive 9.9%

Healthcare 9.8%

Real Estate 5.2%

Basic Materials 5.0%

Energy 4.0%

Communication Services 2.4%