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
$98.3M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.65M
3
+$3.26M
4
IDOG icon
ALPS International Sector Dividend Dogs ETF
IDOG
+$2.63M
5
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$2.61M

Top Sells

1
+$1.53M
2
+$1.17M
3
+$478K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$442K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$440K

Sector Composition

1 Financials 2.57%
2 Energy 1.06%
3 Healthcare 0.93%
4 Communication Services 0.81%
5 Utilities 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.22%
+3,566
52
$204K 0.21%
3,506
-7,559
53
$190K 0.19%
+10,010
54
– –
-2,230
55
– –
-3,940
56
– –
-4,791
57
– –
-4,007
58
– –
-28,198
1 2
3