SHWM

Smith & Howard Wealth Management Portfolio holdings

AUM $394M
1-Year Est. Return 10.17%
This Quarter Est. Return
1 Year Est. Return
+10.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$6.9M
3 +$3.52M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.75M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.54M

Sector Composition

1 Financials 1.76%
2 Technology 1.39%
3 Consumer Discretionary 0.85%
4 Consumer Staples 0.81%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$218K 0.07%
+2,160
77
-4,795