SHWM
Smith & Howard Wealth Management Portfolio holdings
AUM
$394M
This Quarter Return
+5.65%
1 Year Return
+10.17%
3 Year Return
+33.67%
5 Year Return
+51.25%
10 Year Return
+104.08%
AUM
$168M
AUM Growth
+$168M
(+7.5%)
Cap. Flow
+$3.39M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
86.76%
Holding
277
New
43
Increased
33
Reduced
26
Closed
18
Top Buys
Top Sells
| 1 |
Workday
WDAY
|
$343K |
| 2 |
Palo Alto Networks
PANW
|
$208K |
| 3 |
Walt Disney
DIS
|
$106K |
| 4 |
Visa
V
|
$105K |
| 5 |
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% |