SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $190M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
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 +$1.79M
2 +$1.36M
3 +$690K
4
PGNY icon
Progyny
PGNY
+$615K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$551K

Top Sells

1 +$309K
2 +$56.7K
3 +$25.1K
4
MSFT icon
Microsoft
MSFT
+$20.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$15.8K

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
226
$31.3K 0.02%
578
227
$30K 0.02%
802
228
$29.3K 0.02%
385
229
$29.2K 0.02%
60
+4
230
$29.1K 0.02%
750
231
$29K 0.01%
2,358
+29
232
$28.5K 0.01%
565
233
$28K 0.01%
139
234
$26.8K 0.01%
226
235
$26.4K 0.01%
485
236
$25.8K 0.01%
402
237
$25.6K 0.01%
200
238
$25.2K 0.01%
300
239
$25K 0.01%
374
240
$25K 0.01%
225
241
$24.7K 0.01%
138
242
$24.6K 0.01%
1,443
243
$23.8K 0.01%
900
-45
244
$23.6K 0.01%
100
245
$23.5K 0.01%
90
246
$23.4K 0.01%
227
247
$23.3K 0.01%
2,077
248
$23.2K 0.01%
134
249
$22.9K 0.01%
116
+6
250
$22.6K 0.01%
576
+387