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
$211M
AUM Growth
+$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$291K
3
+$206K
4
JPM icon
JPMorgan Chase
JPM
+$206K
5
MDXG icon
MiMedx Group
MDXG
+$179K

Top Sells

1
+$868K
2
+$501K
3
+$497K
4
MCD icon
McDonald's
MCD
+$435K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$368K

Sector Composition

1 Technology 8.44%
2 Financials 6.64%
3 Healthcare 1.49%
4 Consumer Staples 1.03%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-5,795
52
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53
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0
54
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55
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56
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57
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58
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59
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60
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-2,890
61
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62
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63
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-3,540
64
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-23,584
65
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-1,564
1 2
3