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
$232M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.81M
3
+$3.88M
4
DNL icon
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
+$3.62M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.19M

Top Sells

1
+$2.55M
2
+$1.73M
3
+$1.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.54M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.53M

Sector Composition

1 Financials 2.53%
2 Technology 0.64%
3 Communication Services 0.45%
4 Healthcare 0.41%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.36%
66,352
+6,289
27
$3.07M 1.32%
91,198
-16,537
28
$3.05M 1.31%
9,800
+4,815
29
$3.04M 1.31%
86,204
+35,019
30
$3.02M 1.3%
24,923
+8,456
31
$3.01M 1.3%
68,539
+6,538
32
$2.96M 1.27%
114,196
+27,059
33
$2.85M 1.23%
31,729
+4,559
34
$2.84M 1.22%
8,483
+263
35
$2.64M 1.14%
24,307
+21,819
36
$2.16M 0.93%
23,429
+3,303
37
$2.14M 0.92%
+41,019
38
$2.07M 0.89%
+66,037
39
$2.04M 0.88%
27,667
+6,374
40
$2.02M 0.87%
+59,557
41
$2M 0.86%
48,394
+23,734
42
$2M 0.86%
104,864
+52,159
43
$1.98M 0.85%
45,198
+21,872
44
$1.95M 0.84%
70,024
+4,702
45
$1.89M 0.81%
+20,113
46
$1.88M 0.81%
20,391
-27,558
47
$1.75M 0.75%
35,046
+870
48
$1.7M 0.73%
46,230
+33,943
49
$1.67M 0.72%
9,413
+3,728
50
$1.5M 0.64%
15,780
-146
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