SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $159M
This Quarter Return
-0.64%
1 Year Return
+10.67%
3 Year Return
+23.57%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$13.8M
Cap. Flow
+$15.9M
Cap. Flow %
9.98%
Top 10 Hldgs %
59.06%
Holding
505
New
423
Increased
32
Reduced
22
Closed
–

Top Buys

1
$1.29M
2
$827K
3
$365K
4
$294K
5
$236K

Top Sells

1
$667K
2
$227K
3
$191K
4
$116K
5
$68.1K

Sector Composition

1Technology11.34%
2Financials6.35%
3Consumer Staples4.19%
4Communication Services2.54%
5Healthcare2.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$21.2K0.01%
+100
 New
+$21.2K
$21.1K0.01%
+1,947
 New
+$21.1K
$21.1K0.01%
+1,797
 New
+$21.1K
$20.8K0.01%
+283
 New
+$20.8K
$20.8K0.01%
+59
 New
+$20.8K
$20.7K0.01%
+200
 New
+$20.7K
$20.6K0.01%
+291
 New
+$20.6K
$20K0.01%
+500
 New
+$20K
$19.6K0.01%
+142
 New
+$19.6K
$19.2K0.01%
+134
 New
+$19.2K
$18.5K0.01%
+448
 New
+$18.5K
$18.2K0.01%
+138
 New
+$18.2K
$17.9K0.01%
+300
 New
+$17.9K
$17.8K0.01%
+36
 New
+$17.8K
$17.6K0.01%
+190
 New
+$17.6K
$17.3K0.01%
+67
 New
+$17.3K
$17.3K0.01%
+555
 New
+$17.3K
$17K0.01%
+1,609
 New
+$17K
$17K0.01%
+404
 New
+$17K
$16.9K0.01%
+678
 New
+$16.9K
$16.6K0.01%
+50
 New
+$16.6K
$16.2K0.01%
+190
 New
+$16.2K
$15.9K0.01%
+309
 New
+$15.9K
$15.8K0.01%
+67
 New
+$15.8K
$15.5K0.01%
+378
 New
+$15.5K
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