SWIM
Smallwood Wealth Investment Management Portfolio holdings
AUM $159M
AUM
$159M
AUM Growth
+$13.8M (+10%)
Cap. Flow
+$15.9M
Cap. Flow % of AUM
9.98%
Top 10 Holdings %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
| 1 | Technology | 11.35% |
| 2 | Financials | 6.35% |
| 3 | Consumer Staples | 4.19% |
| 4 | Communication Services | 2.53% |
| 5 | Healthcare | 2.06% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $21.2K | 0.01% | 100 | New | +$21.2K | |||
| $21.1K | 0.01% | 1,947 | New | +$21.1K | |||
| $21.1K | 0.01% | 1,797 | New | +$21.1K | |||
| $20.8K | 0.01% | 283 | New | +$20.8K | |||
| $20.8K | 0.01% | 59 | New | +$20.8K | |||
| $20.7K | 0.01% | 200 | New | +$20.7K | |||
| $20.6K | 0.01% | 291 | New | +$20.6K | |||
| $20K | 0.01% | 500 | New | +$20K | |||
| $19.6K | 0.01% | 142 | New | +$19.6K | |||
| $19.2K | 0.01% | 134 | New | +$19.2K | |||
| $18.5K | 0.01% | 448 | New | +$18.5K | |||
| $18.2K | 0.01% | 138 | New | +$18.2K | |||
| $17.9K | 0.01% | 300 | New | +$17.9K | |||
| $17.8K | 0.01% | 36 | New | +$17.8K | |||
| $17.6K | 0.01% | 190 | New | +$17.6K | |||
| $17.3K | 0.01% | 67 | New | +$17.3K | |||
| $17.3K | 0.01% | 555 | New | +$17.3K | |||
| $17K | 0.01% | 1,609 | New | +$17K | |||
| $17K | 0.01% | 404 | New | +$17K | |||
| $16.9K | 0.01% | 678 | New | +$16.9K | |||
| $16.6K | 0.01% | 50 | New | +$16.6K | |||
| $16.2K | 0.01% | 190 | New | +$16.2K | |||
| $15.9K | 0.01% | 309 | New | +$15.9K | |||
| $15.8K | 0.01% | 67 | New | +$15.8K | |||
| $15.5K | 0.01% | 378 | New | +$15.5K |
