SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 17.52%
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Sells

1 +$327K
2 +$239K
3 +$100K
4
T icon
AT&T
T
+$90K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$82.9K

Sector Composition

1 Technology 11.38%
2 Financials 6.15%
3 Consumer Staples 3.82%
4 Communication Services 2.71%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21.8K 0.01%
314
+23
252
$21.6K 0.01%
963
253
$20.7K 0.01%
1,947
254
$20.6K 0.01%
200
255
$20.2K 0.01%
500
256
$19.6K 0.01%
36
257
$18.9K 0.01%
448
258
$18.8K 0.01%
142
259
$18.8K 0.01%
2,228
260
$18.4K 0.01%
267
261
$18.3K 0.01%
50
262
$18.2K 0.01%
65
-2
263
$17.7K 0.01%
555
264
$17.5K 0.01%
190
265
$17.4K 0.01%
+160
266
$17.2K 0.01%
945
+20
267
$16.9K 0.01%
378
268
$16.7K 0.01%
309
269
$16.6K 0.01%
50
270
$16.3K 0.01%
71
+4
271
$15.9K 0.01%
404
272
$15.9K 0.01%
119
+11
273
$15.8K 0.01%
645
274
$15.7K 0.01%
138
275
$15.4K 0.01%
273