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
$168M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$343K
2 +$208K
3 +$106K
4
V icon
Visa
V
+$105K
5
HD icon
Home Depot
HD
+$101K

Sector Composition

1 Financials 9.38%
2 Technology 3.89%
3 Consumer Staples 1.5%
4 Industrials 1.08%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4K ﹤0.01%
87
227
$4K ﹤0.01%
43
228
$4K ﹤0.01%
931
229
$4K ﹤0.01%
300
230
$4K ﹤0.01%
107
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102
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$4K ﹤0.01%
+125
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$4K ﹤0.01%
+125
234
$4K ﹤0.01%
+125
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$3K ﹤0.01%
26
+1
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$3K ﹤0.01%
121
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$3K ﹤0.01%
+42
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$3K ﹤0.01%
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+200
240
$3K ﹤0.01%
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241
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30
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38
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$3K ﹤0.01%
210
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$2K ﹤0.01%
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$2K ﹤0.01%
50
-1
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$1K ﹤0.01%
32
-316
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$1K ﹤0.01%
41
248
$1K ﹤0.01%
+25
249
$1K ﹤0.01%
6
250
$1K ﹤0.01%
44