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
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.79%
2 Technology 3.73%
3 Consumer Staples 1.68%
4 Industrials 1.08%
5 Energy 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$22K 0.01%
+226
127
$21K 0.01%
+1,040
128
$21K 0.01%
+267
129
$21K 0.01%
+596
130
$21K 0.01%
+380
131
$21K 0.01%
+500
132
$20K 0.01%
+246
133
$20K 0.01%
+323
134
$20K 0.01%
+334
135
$20K 0.01%
+175
136
$19K 0.01%
+257
137
$18K 0.01%
+274
138
$18K 0.01%
+570
139
$18K 0.01%
+250
140
$18K 0.01%
+315
141
$18K 0.01%
+425
142
$17K 0.01%
+282
143
$17K 0.01%
+150
144
$17K 0.01%
+770
145
$17K 0.01%
+460
146
$16K 0.01%
+375
147
$16K 0.01%
+235
148
$16K 0.01%
+360
149
$16K 0.01%
+160
150
$16K 0.01%
+700