SMG

Smart Money Group Portfolio holdings

AUM $319M
1-Year Est. Return 11.87%
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.77M
3
+$2.41M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.05M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.95M

Top Sells

1
+$1.32M
2
+$1.08M
3
+$1.01M
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$967K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$868K

Sector Composition

1 Financials 2.74%
2 Healthcare 0.8%
3 Communication Services 0.65%
4 Technology 0.36%
5 Utilities 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.03%
18,774
-1,119
27
$1.76M 1.03%
46,227
-7,948
28
$1.73M 1.01%
8,582
29
$1.69M 0.99%
16,385
+5,556
30
$1.66M 0.97%
15,416
-113
31
$1.61M 0.94%
42,781
+5,112
32
$1.6M 0.94%
32,143
+3,804
33
$1.53M 0.9%
24,617
+320
34
$1.48M 0.87%
18,171
+1,060
35
$1.36M 0.8%
16,152
36
$1.31M 0.77%
51,518
-777
37
$1.27M 0.74%
29,553
-342
38
$1.25M 0.73%
13,007
+651
39
$1.24M 0.72%
21,153
+2,061
40
$1.22M 0.71%
25,431
-8,553
41
$1.11M 0.65%
+28,691
42
$1.04M 0.61%
+4,897
43
$1M 0.59%
+28,308
44
$883K 0.52%
29,904
+142
45
$830K 0.49%
+21,057
46
$815K 0.48%
+2,858
47
$813K 0.48%
7,137
+446
48
$806K 0.47%
4,216
+29
49
$804K 0.47%
22,171
+2,218
50
$791K 0.46%
40,947
+381
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