SMITH & HOWARD WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 87
New Positions 33
Increased Positions 60
Decreased Positions 16
Positions with Activity 76
Sold Out Positions 2
Total Mkt Value (in $ millions) 230

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

Sector Weighting

Basic Materials 0.05%
Capital Goods 0.5%
Conglomerates
Consumer Cyclical 0.28%
Consumer/Non-Cyclical 1.11%
Energy 0.34%
Financial 88.82%
Healthcare 1.08%
Services 1.5%
Technology 5.67%
Transportation 0.57%
Utilities 0.1%

2 Sold Out Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AT&T INC COM -328 Sold Out 0
WESTERN DIGITAL CORP COM -147 Sold Out 0