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
201
$11K 0.01%
500
202
$11K 0.01%
125
203
$10K 0.01%
180
204
$10K 0.01%
+119
205
$10K 0.01%
129
206
$10K 0.01%
+400
207
$9K 0.01%
274
208
$9K 0.01%
137
+3
209
$8K ﹤0.01%
294
210
$8K ﹤0.01%
200
211
$7K ﹤0.01%
73
-1
212
$7K ﹤0.01%
+57
213
$7K ﹤0.01%
400
214
$7K ﹤0.01%
504
215
$7K ﹤0.01%
334
216
$6K ﹤0.01%
190
217
$6K ﹤0.01%
100
218
$5K ﹤0.01%
55
219
$5K ﹤0.01%
214
220
$5K ﹤0.01%
60
221
$5K ﹤0.01%
110
222
$5K ﹤0.01%
936
223
$4K ﹤0.01%
78
-1,775
224
$4K ﹤0.01%
190
225
$4K ﹤0.01%
+101