SHWM
Smith & Howard Wealth Management Portfolio holdings
AUM
$394M
This Quarter Return
+3.99%
1 Year Return
+10.17%
3 Year Return
+33.67%
5 Year Return
+51.25%
10 Year Return
+104.08%
AUM
$199M
AUM Growth
+$199M
(+6.2%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
2.06%
Top 10 Holdings %
Top 10 Hldgs %
64.68%
Holding
68
New
4
Increased
16
Reduced
24
Closed
5
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.44M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.03M |
| 3 |
Amazon
AMZN
|
$801K |
| 4 |
Vanguard Total Bond Market
BND
|
$318K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$315K |
Top Sells
Sector Composition
| 1 | Financials | 4.15% |
| 2 | Technology | 1.75% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Consumer Staples | 1.22% |
| 5 | Healthcare | 0.9% |
