SMITH & HOWARD WEALTH MANAGEMENT, LLC
171 17TH STREET NW, ATLANTA, Georgia, 30363, (404) 874-6244
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 248 |
| New Positions | 39 |
| Increased Positions | 99 |
| Decreased Positions | 54 |
| Positions with Activity | 153 |
| Sold Out Positions | 19 |
| Total Mkt Value (in $ millions) |
158 |
Sector Weighting
| Basic Materials | 0.24% |
| Capital Goods | 0.48% |
| Conglomerates | 0% |
| Consumer Cyclical | 0.27% |
| Consumer/Non-Cyclical | 1.64% |
| Energy | 0.78% |
| Financial | 90.51% |
| Healthcare | 0.51% |
| Services | 1.38% |
| Technology | 3.2% |
| Transportation | 0.42% |
| Utilities | 0.13% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
248 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| GENERAL MTRS CO | COM | 7 | New | 200 | |
| ISHARES TR | RUSL 2000 VALU | 6 | -1 | (17.78) | 74 |
| PHILIP MORRIS INTL INC | COM | 6 | New | 60 | |
| KINDER MORGAN INC DEL | WT EXP 052517 | 6 | New | 936 | |
| SPDR SERIES TRUST | BRCLYS INTL ETF | 5 | 5 | New | 95 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 5 | 5 | New | 59 |
| POWERSHARES ETF TRUST | WATER RESOURCE | 5 | -5 | (52.44) | 214 |
| VANGUARD BD INDEX FD INC | INTERMED TERM | 5 | 5 | New | 54 |
| MONDELEZ INTL INC | CL A | 5 | 3 | 258.54 | 147 |
| ORACLE CORP | COM | 5 | 5 | New | 129 |
| POWERSHARES GLOBAL ETF TRUST | FDM HG YLD RAFI | 4 | 4 | New | 223 |
| SEMPRA ENERGY | COM | 4 | 4 | New | 51 |
| KIMBERLY CLARK CORP | COM | 4 | 4 | New | 41 |
| MARKET VECTORS ETF TR | GOLD MINER ETF | 4 | New | 162 | |
| OLD NATL BANCORP IND | COM | 4 | New | 300 | |
| ALPS ETF TR | ALERIAN MLP | 4 | 4 | New | 218 |
| PACCAR INC | COM | 4 | -1 | (15.48) | 71 |
| AMERICAN EXPRESS CO | COM | 4 | 4 | New | 48 |
| MEDTRONIC INC | COM | 3 | 3 | New | 70 |
| EASTMAN CHEM CO | COM | 3 | 3 | New | 46 |
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