SMITH & HOWARD WEALTH Overview

Smith & Howard Wealth Management Llc is an investment advisor that manages 555.1 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 192MM in positions, representing 35% of the manager's regulatory AUM.

SMITH & HOWARD WEALTH StockAlpha

-4.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SMITH & HOWARD WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 39.1% ETF 1.78% 0.08% 0 10%
ACWX 13.59% ETF -4.19% -0.79% 2 3%
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FEATURED IN
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SMITH & HOWARD WEALTH Founders and Key Employees

Name Title In Position Since
Michael R. Dewitt Member/Chief Compliance Officer January-2007

SMITH & HOWARD WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

SMITH & HOWARD WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
In accordance with the Investment Planǡ SHWM will primarily invest client accounts in mutual funds and ETFsǤ To a more limited degreeǡ SHWM may also invest in individual equities and standard fixed income securitiesǡ such as municipal bondsǡ corporate debt securitiesǡ commercial paperǡ and certificates of depositǤ From time to timeǡ one or more separate account managers may be selected to manage all or a portion of a clientǯs portfolioǤ The investment goalsǡ investment horiœon and the risk tolerance unique to each client will determine the allocation among these security typesǤ

Mutual funds and ETFs are generally evaluated and selected based on a variety of factorsǡ includingǡ without limitationǡ past performanceǡ fee structureǡ portfolio managerǡ fund sponsorǡ overall ratings for safety and returnsǡ and other factorsǤ

In selecting individual stocks ...
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SMITH & HOWARD WEALTH Portfolio Concentration

SMITH & HOWARD WEALTH Location

271 17TH STREET NW
SUITE 1600
ATLANTA, Georgia
UNITED STATES, 30363

SMITH & HOWARD WEALTH Contact Information

Phone Number: 404-874-6244
Fax Number: 404-874-1658
Website:

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