SHWM
Smith & Howard Wealth Management Portfolio holdings
AUM
$394M
This Quarter Return
+0.76%
1 Year Return
+10.17%
3 Year Return
+33.67%
5 Year Return
+51.25%
10 Year Return
+104.08%
AUM
$178M
AUM Growth
+$178M
(-2.2%)
Cap. Flow
-$4.68M
Cap. Flow
% of AUM
-2.63%
Top 10 Holdings %
Top 10 Hldgs %
91.58%
Holding
255
New
–
Increased
13
Reduced
10
Closed
214
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.92M |
| 2 |
Apple
AAPL
|
$613K |
| 3 |
AT&T
T
|
$269K |
| 4 |
Allegiant Air
ALGT
|
$263K |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
$217K |
Sector Composition
| 1 | Financials | 9.77% |
| 2 | Technology | 3.4% |
| 3 | Consumer Staples | 1.17% |
| 4 | Energy | 0.61% |
| 5 | Industrials | 0.44% |
