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
$209M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$6.38M
2 +$2.99M
3 +$1.7M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.69M
5
AFL icon
Aflac
AFL
+$340K

Sector Composition

1 Financials 9.95%
2 Technology 4.23%
3 Consumer Staples 1.07%
4 Industrials 0.94%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.1%
+2,441
52
$203K 0.1%
+1,944
53
$201K 0.1%
+4,190
54
$178K 0.09%
4,869
55
-3,013
56
-33,343