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
$178M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Sells

1 +$5.92M
2 +$613K
3 +$269K
4
ALGT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-200
252
-59
253
-300
254
-376
255
-581