SHWM
Smith & Howard Wealth Management Portfolio holdings
AUM
$394M
This Quarter Return
-11.23%
1 Year Return
+10.17%
3 Year Return
+33.67%
5 Year Return
+51.25%
10 Year Return
+104.08%
AUM
$236M
AUM Growth
+$236M
(-0.66%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
10.89%
Top 10 Holdings %
Top 10 Hldgs %
60.63%
Holding
75
New
6
Increased
35
Reduced
12
Closed
9
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.68M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.4M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.15M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.74M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.49M |
Top Sells
Sector Composition
| 1 | Financials | 2.82% |
| 2 | Technology | 1.33% |
| 3 | Consumer Staples | 1.17% |
| 4 | Consumer Discretionary | 0.96% |
| 5 | Healthcare | 0.87% |
