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
$159M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Sells

1 +$667K
2 +$227K
3 +$191K
4
CVX icon
Chevron
CVX
+$116K
5
XOM icon
Exxon Mobil
XOM
+$68.1K

Sector Composition

1 Technology 11.34%
2 Financials 6.35%
3 Consumer Staples 4.19%
4 Communication Services 2.54%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.1K 0.02%
+275
227
$24.8K 0.02%
+800
228
$24.8K 0.02%
+1,107
229
$24.4K 0.02%
+100
230
$24.3K 0.02%
+385
231
$24.2K 0.02%
+301
232
$24K 0.02%
+276
233
$24K 0.02%
+374
234
$23.5K 0.01%
+331
235
$23.2K 0.01%
+227
236
$22.9K 0.01%
+485
237
$22.7K 0.01%
+138
238
$22.4K 0.01%
+1,443
239
$22.4K 0.01%
+402
240
$22.4K 0.01%
+109
241
$22.3K 0.01%
+90
242
$22.3K 0.01%
+200
243
$22.2K 0.01%
+130
244
$22.2K 0.01%
+300
245
$22K 0.01%
+300
246
$22K 0.01%
+2,228
247
$21.9K 0.01%
+2,077
248
$21.9K 0.01%
+963
249
$21.9K 0.01%
+213
250
$21.3K 0.01%
+697