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
$168M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$343K
2 +$208K
3 +$106K
4
V icon
Visa
V
+$105K
5
HD icon
Home Depot
HD
+$101K

Sector Composition

1 Financials 9.38%
2 Technology 3.89%
3 Consumer Staples 1.5%
4 Industrials 1.08%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$16K 0.01%
196
+3
177
$15K 0.01%
805
178
$15K 0.01%
+330
179
$15K 0.01%
+380
180
$15K 0.01%
400
181
$15K 0.01%
+200
182
$15K 0.01%
266
183
$14K 0.01%
430
184
$14K 0.01%
+210
185
$14K 0.01%
201
-63
186
$14K 0.01%
207
187
$13K 0.01%
582
188
$13K 0.01%
400
189
$13K 0.01%
275
190
$13K 0.01%
238
191
$13K 0.01%
200
192
$12K 0.01%
201
193
$12K 0.01%
300
194
$12K 0.01%
168
195
$12K 0.01%
325
196
$12K 0.01%
120
197
$12K 0.01%
352
198
$11K 0.01%
98
199
$11K 0.01%
236
200
$11K 0.01%
136