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
51
$769K 0.45%
+29,665
52
$759K 0.44%
+5,834
53
$662K 0.39%
6,568
+266
54
$579K 0.34%
+22,988
55
$573K 0.34%
+12,354
56
$462K 0.27%
4,889
+36
57
$454K 0.27%
+6,013
58
$437K 0.26%
+6,297
59
$415K 0.24%
15,305
+881
60
$399K 0.23%
1,762
-315
61
$387K 0.23%
9,759
+120
62
$368K 0.22%
2,954
+14
63
$353K 0.21%
26,867
-8,902
64
$349K 0.2%
4,760
+228
65
$340K 0.2%
13,871
+10,213
66
$324K 0.19%
+6,600
67
$300K 0.18%
5,898
-141
68
$295K 0.17%
3,122
+2
69
$289K 0.17%
4,124
+214
70
$269K 0.16%
3,526
-17,296
71
$265K 0.16%
1,817
+34
72
$264K 0.15%
+1,673
73
$256K 0.15%
+1,565
74
$249K 0.15%
3,815
+21
75
$239K 0.14%
1,247
+9
1 2
3
4