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
151
$16K 0.01%
+266
152
$16K 0.01%
+264
153
$16K 0.01%
+193
154
$15K 0.01%
+430
155
$15K 0.01%
+805
156
$15K 0.01%
+500
157
$14K 0.01%
+410
158
$14K 0.01%
+348
159
$14K 0.01%
+400
160
$14K 0.01%
+230
161
$13K 0.01%
+300
162
$13K 0.01%
+325
163
$13K 0.01%
+400
164
$13K 0.01%
+190
165
$13K 0.01%
+275
166
$13K 0.01%
+207
167
$12K 0.01%
+582
168
$12K 0.01%
+188
169
$12K 0.01%
+236
170
$12K 0.01%
+238
171
$12K 0.01%
+352
172
$12K 0.01%
+200
173
$11K 0.01%
+201
174
$11K 0.01%
+98
175
$11K 0.01%
+120