SHWM

Smith & Howard Wealth Management Portfolio holdings

AUM $394M
1-Year Est. Return 10.17%
This Quarter Est. Return
1 Year Est. Return
+10.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.79%
2 Technology 3.73%
3 Consumer Staples 1.68%
4 Industrials 1.08%
5 Energy 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
+26
227
$1K ﹤0.01%
+13
228
$1K ﹤0.01%
+30
229
$0 ﹤0.01%
+17
230
$0 ﹤0.01%
+1
231
$0 ﹤0.01%
+12
232
$0 ﹤0.01%
+5