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
$228M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.36M
3 +$1.16M
4
AAPL icon
Apple
AAPL
+$393K
5
MSFT icon
Microsoft
MSFT
+$379K

Top Sells

1 +$5.49M
2 +$3.17M
3 +$1.38M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$874K
5
XOM icon
Exxon Mobil
XOM
+$365K

Sector Composition

1 Technology 8.62%
2 Financials 5.73%
3 Consumer Staples 0.82%
4 Healthcare 0.81%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,897