SHWM
Smith & Howard Wealth Management Portfolio holdings
AUM
$394M
This Quarter Return
-1.13%
1 Year Return
+10.17%
3 Year Return
+33.67%
5 Year Return
+51.25%
10 Year Return
+104.08%
AUM
$212M
AUM Growth
+$212M
(+0.62%)
Cap. Flow
+$3.95M
Cap. Flow
% of AUM
1.86%
Top 10 Holdings %
Top 10 Hldgs %
66.83%
Holding
70
New
8
Increased
15
Reduced
24
Closed
2
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.14M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.08M |
| 3 |
Costco
COST
|
$473K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$399K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$371K |
Top Sells
| 1 |
Amazon
AMZN
|
$329K |
| 2 |
Amgen
AMGN
|
$232K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$232K |
| 4 |
Norfolk Southern
NSC
|
$202K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$181K |
Sector Composition
| 1 | Financials | 4.03% |
| 2 | Technology | 1.71% |
| 3 | Consumer Staples | 1.38% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Healthcare | 0.8% |
