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
301
$10.8K 0.01%
+471
302
$10.8K 0.01%
+925
303
$10.5K 0.01%
+50
304
$10.4K 0.01%
+111
305
$10.1K 0.01%
+50
306
$10.1K 0.01%
+105
307
$9.95K 0.01%
+27
308
$9.94K 0.01%
+173
309
$9.93K 0.01%
+133
310
$9.85K 0.01%
+226
311
$9.61K 0.01%
+749
312
$9.58K 0.01%
+70
313
$9.53K 0.01%
+40
314
$9.45K 0.01%
+651
315
$9.44K 0.01%
+30
316
$9.3K 0.01%
+120
317
$9.28K 0.01%
+1,051
318
$9.27K 0.01%
+178
319
$8.85K 0.01%
+499
320
$8.78K 0.01%
+256
321
$8.74K 0.01%
+150
322
$8.5K 0.01%
+600
323
$8.32K 0.01%
+188
324
$8.3K 0.01%
+50
325
$8.14K 0.01%
+153