SHWM
Smith & Howard Wealth Management Portfolio holdings
AUM
$429M
1-Year Est. Return
9.23%
1 Year Est. Return
+9.23%
AUM
$429M
AUM Growth
+$34.9M
(+8.9%)
Holding
85
Top Buys
| 1 | +$5.02M | |
| 2 | +$4.21M | |
| 3 | +$3.81M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$3.03M |
| 5 |
Pinterest
PINS
|
+$1.83M |
Top Sells
| 1 | +$1.44M | |
| 2 | +$1.27M | |
| 3 | +$694K | |
| 4 |
Microsoft
MSFT
|
+$621K |
| 5 |
Amazon
AMZN
|
+$588K |
Sector Composition
| 1 | Consumer Staples | 1.49% |
| 2 | Financials | 1.42% |
| 3 | Technology | 1.3% |
| 4 | Communication Services | 0.78% |
| 5 | Consumer Discretionary | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$403B
| $217K | 0.05% |
937
-261
|
|
||
77
Regions Financial
RF
$23.2B
| $217K | 0.05% |
+8,225
|
|
||
78
Trane Technologies
TT
$90.1B
| – | – |
-750
|
|
||
79
Aflac
AFL
$57.4B
| – | – |
-13,685
|
|
||
80
American Express
AXP
$256B
| – | – |
-861
|
|
||
81
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.68B
| – | – |
-5,543
|
|
||
82
Truist Financial
TFC
$61B
| – | – |
-5,582
|
|
||
83
TSMC
TSM
$1.52T
| – | – |
-1,335
|
|
||
84
Union Pacific
UNP
$140B
| – | – |
-1,238
|
|
||
85
Visa
V
$628B
| – | – |
-1,226
|
|