SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $195M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.38M
3 +$697K
4
PGNY icon
Progyny
PGNY
+$583K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$559K

Top Sells

1 +$314K
2 +$57.3K
3 +$25.1K
4
MSFT icon
Microsoft
MSFT
+$20.7K
5
JNJ icon
Johnson & Johnson
JNJ
+$17.1K

Sector Composition

1 Technology 11.95%
2 Financials 5.32%
3 Consumer Staples 3.23%
4 Communication Services 2.66%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VWO icon
226
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$31.3K 0.02%
578
DKNG icon
227
DraftKings
DKNG
$16.4B
$30K 0.02%
802
CIBR icon
228
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.3B
$29.3K 0.01%
385
SPGI icon
229
S&P Global
SPGI
$149B
$29.2K 0.01%
60
+4
CNP icon
230
CenterPoint Energy
CNP
$25.8B
$29.1K 0.01%
750
NVG icon
231
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$29K 0.01%
2,358
+29
GIS icon
232
General Mills
GIS
$25.3B
$28.5K 0.01%
565
RGLD icon
233
Royal Gold
RGLD
$15.4B
$28K 0.01%
139
XLC icon
234
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$26.8K 0.01%
226
TRP icon
235
TC Energy
TRP
$52.4B
$26.4K 0.01%
485
CGW icon
236
Invesco S&P Global Water Index ETF
CGW
$1.04B
$25.8K 0.01%
402
NVS icon
237
Novartis
NVS
$252B
$25.6K 0.01%
200
XTN icon
238
SPDR S&P Transportation ETF
XTN
$142M
$25.2K 0.01%
300
VWOB icon
239
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.89B
$25K 0.01%
374
GILD icon
240
Gilead Sciences
GILD
$150B
$25K 0.01%
225
BABA icon
241
Alibaba
BABA
$405B
$24.7K 0.01%
138
FCF icon
242
First Commonwealth Financial
FCF
$1.72B
$24.6K 0.01%
1,443
SOFI icon
243
SoFi Technologies
SOFI
$34.7B
$23.8K 0.01%
900
-45
FDX icon
244
FedEx
FDX
$56.9B
$23.6K 0.01%
100
ITW icon
245
Illinois Tool Works
ITW
$71.6B
$23.5K 0.01%
90
NOBL icon
246
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$23.4K 0.01%
227
AAL icon
247
American Airlines Group
AAL
$9.1B
$23.3K 0.01%
2,077
DLR icon
248
Digital Realty Trust
DLR
$61.5B
$23.2K 0.01%
134
HON icon
249
Honeywell
HON
$137B
$22.9K 0.01%
109
+5
FCX icon
250
Freeport-McMoran
FCX
$59.4B
$22.6K 0.01%
576
+387