SMITH & HOWARD WEALTH MANAGEMENT, LLC Information

271 17TH STREET, NW, ATLANTA, Georgia, 30363, (404) 874-6244

Report Date: 09/30/2014

Position Statistics

Total Positions 48
New Positions 4
Increased Positions 16
Decreased Positions 17
Positions with Activity 33
Sold Out Positions 6
Total Mkt Value (in $ millions) 194

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods 0.33%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.06%
Energy 0.39%
Financial 91.34%
Healthcare 0.16%
Services 0.67%
Technology 4.68%
Transportation 0.53%
Utilities

6 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALCOA INC COM -158 Sold Out 0
BOSTON SCIENTIFIC CORP COM -193 Sold Out 0
HALLIBURTON CO COM -126 Sold Out 0
JOHNSON CTLS INC COM -202 Sold Out 0
REGIONS FINL CORP NEW COM -104 Sold Out 0
WALGREENS BOOTS ALLIANCE INC COM -232 Sold Out 0


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