SHWM
Smith & Howard Wealth Management Portfolio holdings
AUM
$394M
This Quarter Return
+4.83%
1 Year Return
+10.17%
3 Year Return
+33.67%
5 Year Return
+51.25%
10 Year Return
+104.08%
AUM
$290M
AUM Growth
+$290M
(+11%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
5.49%
Top 10 Holdings %
Top 10 Hldgs %
62.54%
Holding
73
New
5
Increased
26
Reduced
21
Closed
4
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.71M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.36M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$2.56M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$2.14M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.29M |
Top Sells
Sector Composition
| 1 | Financials | 2.38% |
| 2 | Technology | 1.09% |
| 3 | Consumer Staples | 0.8% |
| 4 | Consumer Discretionary | 0.69% |
| 5 | Healthcare | 0.67% |
