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
76
$238K 0.14%
3,657
-3,239
77
$227K 0.13%
3,696
+76
78
$226K 0.13%
7,848
-29,958
79
$219K 0.13%
+4,357
80
$219K 0.13%
6,679
-32,911
81
$214K 0.13%
+5,195
82
$212K 0.12%
+2,236
83
$138K 0.08%
10,965
84
$22K 0.01%
+367
85
– –
-2,260
86
– –
-19,284
87
– –
-9,766
88
– –
-146
1 2 3
4