Smith & Howard Wealth Management is based out of Atlanta. Smith & Howard Wealth Management is a large advisory firm with 173 clients and discretionary assets under management (AUM) of $565,063,878 (Form ADV from 2019-08-01). Their last reported 13F filing for Q2 2020 included $160,898,000 in managed 13F securities
and a top 10 holdings concentration of 63.32%. Smith & Howard Wealth Management's largest holding is Vanguard Total Stock Market ETF with shares held of 215,177. Smith & Howard Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 37 13F filings
[1]:
Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]:
Alt Turnover is calculated by taking either the total MV of new purchases or
the MV of securities sold, whichever is less,
divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings.
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for SMITH & HOWARD WEALTH MANAGEMENT, LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
Performance
for Q1 2020:
15.27%
Performance Last 4 Quarters:
-4.7%
Performance Metrics
Stdev (5-yrs):
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BETA (5-yrs):
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ALPHA (3-yrs):
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Annualized Perf (3-yrs):
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Batting Avg vs S&P. (3-yrs):
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Sortino (3-yrs):
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Stutzer (3-yrs):
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Treynor (3-yrs):
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Sterling (3-yrs):
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Calmar (3-yrs):
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Information Ratio (3-yrs):
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Tracking Error (3 yrs):
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Stdev Down (3-yrs):
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Winning Months %:
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Losing Months %:
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Best 12 Months:
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Worst 12 Months:
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Efficiency Ratio (3-yrs):
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Sharpe:
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Stdev Sectors:
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Skewness (3-yrs):
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Kurtosis (3-yrs):
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SMITH & HOWARD WEALTH MANAGEMENT, LLC 271 17TH STREET NWSUITE 1600 ATLANTAGA30363 Country: United States
Business Phone:
404-874-6244 Fax:
404-874-1658
Professional Investment Advisor Data
SEC Registration as :
Large Advisory Firm
Form of Organization:
Limited Liability Company
Organized in:
GA
Number of employees:
9
Other Business Activities:
Advisor Fees/Compensation:
Percentage of assets under management,Hourly charges
Amount of client funds and securities:
268,790,000
Total Number of Clients:
173
Amount of client funds and securities by related persons:
