Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
15
2
0
0
1
0
11
0
2
SMITH HOWARD WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings60

Total Value ($x1000)202,979
Activities
New10

Increased15

Unchanged14

Decreased21

Sold Out4

Top 10 Stock Holdingstotal 81.27%
VTI38.75

ACWX14.44

FISV5.61

VWO4.54

BRK.B3.95

 
BLKB3.21

IEFA3.2

EFA2.97

XLK2.46

KO2.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
38.75%
TOTAL STK MKT
ACWX
14.44%
MSCI ACWI US ETF
FISV
5.61%
COM
VWO
4.54%
FTSE EMR MKT ETF
BRK.B
3.95%
CL B NEW
BLKB
3.21%
COM
IEFA
3.2%
CORE MSCI EAFE
EFA
2.97%
MSCI EAFE ETF
XLK
2.46%
TECHNOLOGY
KO
2.14%
COM
IEMG
1.63%
CORE MSCI EMKT
EEM
1.59%
MSCI EMG MKT ETF
HBAN
1.34%
COM
SPY
1.18%
TR UNIT
IWF
1.11%
RUS 1000 GRW ETF
IWD
0.94%
RUS 1000 VAL ETF
XLV
0.83%
SBI HEALTHCARE
CELG
0.77%
COM
AMJ
0.72%
ALERIAN ML ETN
IWR
0.64%
RUS MID-CAP ETF
MNRO
0.5%
COM
AAPL
0.45%
COM
IWM
0.43%
RUSSELL 2000 ETF
MRK
0.39%
COM
VHT
0.39%
HEALTH CAR ETF
AFL
0.36%
COM
HD
0.35%
COM
VEU
0.33%
ALLWRLD EX US
JNJ
0.3%
COM
VUG
0.3%
GROWTH ETF
VXUS
0.27%
VG TL INTL STK F
V
0.23%
COM CL A
SDY
0.23%
S&P DIVID ETF
MSFT
0.22%
COM
IJK
0.18%
S&P MC 400GR ETF
WFC
0.16%
COM
VZ
0.16%
COM
NSC
0.15%
COM
PNC
0.15%
COM
IWS
0.14%
RUS MDCP VAL ETF
GOOG
0.14%
CAP STK CL C
GLD
0.14%
GOLD SHS
MO
0.13%
COM
PG
0.13%
COM
AMZN
0.13%
COM
DIS
0.12%
COM DISNEY
VTV
0.12%
VALUE ETF
HRS
0.12%
COM
ISRG
0.12%
COM NEW
CSX
0.11%
COM
UL
0.11%
SPON ADR NEW
SCZ
0.11%
EAFE SML CP ETF
BDJ
0.11%
COM
IVV
0.11%
CORE S&P500 ETF
KMB
0.11%
COM
MCD
0.1%
COM
BK
0.1%
COM
LOW
0.1%
COM
LMT
0.1%
COM
IAU
0.09%
ISHARES
MLPI
0.21%
ALERIAN INFRST
T
0.15%
COM
SO
0.13%
COM
KR
0.12%
COM