Sheets Smith Wealth Management Buys Truist Financial Corp, Alphabet Inc, iShares Core U.S. Aggregate Bond ETF, Sells HD Supply Holdings Inc, SPDR Barclays Short Term Corporate Bond ETF, Union Pacific Corp

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Jan 24, 2020
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Winston-salem, NC, based Investment company Sheets Smith Wealth Management (Current Portfolio) buys Truist Financial Corp, Alphabet Inc, iShares Core U.S. Aggregate Bond ETF, Bristol-Myers Squibb Company, Intuitive Surgical Inc, sells HD Supply Holdings Inc, SPDR Barclays Short Term Corporate Bond ETF, Union Pacific Corp, iShares 0-5 Year High Yield Corporate Bond ETF, Kinsale Capital Group Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Sheets Smith Wealth Management. As of 2019Q4, Sheets Smith Wealth Management owns 305 stocks with a total value of $516 million. These are the details of the buys and sells.

For the details of SHEETS SMITH WEALTH MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/sheets+smith+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of SHEETS SMITH WEALTH MANAGEMENT
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 198,764 shares, 3.09% of the total portfolio. Shares added by 4.97%
  2. iShares Core S&P 500 ETF (IVV) - 47,157 shares, 2.95% of the total portfolio. Shares added by 5.81%
  3. Visa Inc (V) - 80,092 shares, 2.91% of the total portfolio. Shares reduced by 6.04%
  4. iShares Russell 1000 Growth ETF (IWF) - 78,641 shares, 2.66% of the total portfolio. Shares reduced by 2.35%
  5. Copart Inc (CPRT) - 136,405 shares, 2.40% of the total portfolio. Shares reduced by 3.75%
New Purchase: Truist Financial Corp (BBK)

Sheets Smith Wealth Management initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.00. The impact to a portfolio due to this purchase was 1.08%. The holding were 99,133 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

Sheets Smith Wealth Management initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $64.52. The impact to a portfolio due to this purchase was 0.32%. The holding were 25,562 shares as of .

New Purchase: Intuitive Surgical Inc (ISRG)

Sheets Smith Wealth Management initiated holding in Intuitive Surgical Inc. The purchase prices were between $509 and $598.81, with an estimated average price of $563.25. The stock is now traded at around $593.83. The impact to a portfolio due to this purchase was 0.28%. The holding were 2,447 shares as of .

New Purchase: SPDR Barclays 1-3 Month T-Bill ETF (BIL)

Sheets Smith Wealth Management initiated holding in SPDR Barclays 1-3 Month T-Bill ETF. The purchase prices were between $91.08 and $91.43, with an estimated average price of $91.27. The stock is now traded at around $91.53. The impact to a portfolio due to this purchase was 0.17%. The holding were 9,703 shares as of .

New Purchase: Burlington Stores Inc (BURL)

Sheets Smith Wealth Management initiated holding in Burlington Stores Inc. The purchase prices were between $191.89 and $229.58, with an estimated average price of $209.72. The stock is now traded at around $222.94. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,534 shares as of .

New Purchase: Bruker Corp (BRKR)

Sheets Smith Wealth Management initiated holding in Bruker Corp. The purchase prices were between $42.36 and $51.75, with an estimated average price of $47.79. The stock is now traded at around $52.70. The impact to a portfolio due to this purchase was 0.15%. The holding were 14,951 shares as of .

Added: Alphabet Inc (GOOG)

Sheets Smith Wealth Management added to a holding in Alphabet Inc by 34.99%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1477.03. The impact to a portfolio due to this purchase was 0.57%. The holding were 8,515 shares as of .

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Sheets Smith Wealth Management added to a holding in iShares Core U.S. Aggregate Bond ETF by 143.93%. The purchase prices were between $111.38 and $113.13, with an estimated average price of $112.26. The stock is now traded at around $113.83. The impact to a portfolio due to this purchase was 0.49%. The holding were 38,133 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

Sheets Smith Wealth Management added to a holding in SPDR Russell 1000 ETF by 36.53%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.27%. The holding were 138,624 shares as of .

Added: iShares MSCI ACWI Ex US Index Fund (ACWX)

Sheets Smith Wealth Management added to a holding in iShares MSCI ACWI Ex US Index Fund by 50.11%. The purchase prices were between $44.83 and $49.24, with an estimated average price of $47.74. The stock is now traded at around $49.20. The impact to a portfolio due to this purchase was 0.27%. The holding were 85,473 shares as of .

Added: The Walt Disney Co (DIS)

Sheets Smith Wealth Management added to a holding in The Walt Disney Co by 122.26%. The purchase prices were between $128.15 and $151.64, with an estimated average price of $140. The stock is now traded at around $140.07. The impact to a portfolio due to this purchase was 0.23%. The holding were 15,194 shares as of .

Added: iShares Russell 2000 ETF (IWM)

Sheets Smith Wealth Management added to a holding in iShares Russell 2000 ETF by 35.52%. The purchase prices were between $145.92 and $166.68, with an estimated average price of $157.72. The stock is now traded at around $165.41. The impact to a portfolio due to this purchase was 0.21%. The holding were 24,493 shares as of .

Sold Out: HD Supply Holdings Inc (HDS)

Sheets Smith Wealth Management sold out a holding in HD Supply Holdings Inc. The sale prices were between $37.19 and $40.93, with an estimated average price of $39.81.

Sold Out: Kinsale Capital Group Inc (KNSL)

Sheets Smith Wealth Management sold out a holding in Kinsale Capital Group Inc. The sale prices were between $85.51 and $107.72, with an estimated average price of $99.48.

Sold Out: Celgene Corp (CELG)

Sheets Smith Wealth Management sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Canadian Pacific Railway Ltd (CP)

Sheets Smith Wealth Management sold out a holding in Canadian Pacific Railway Ltd. The sale prices were between $207.97 and $257.15, with an estimated average price of $235.07.

Sold Out: Broadcom Inc (AVGO)

Sheets Smith Wealth Management sold out a holding in Broadcom Inc. The sale prices were between $270.07 and $327.8, with an estimated average price of $304.55.

Sold Out: LGI Homes Inc (LGIH)

Sheets Smith Wealth Management sold out a holding in LGI Homes Inc. The sale prices were between $69.21 and $87.68, with an estimated average price of $75.86.



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