SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $159M
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

1Technology11.35%
2Financials6.35%
3Consumer Staples4.19%
4Communication Services2.53%
5Healthcare2.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.2K0%333 New
+$4.2K
$4.03K0%312 New
+$4.03K
$4K0%48 New
+$4K
$3.96K0%1,200 New
+$3.96K
$3.92K0%100 New
+$3.92K
$3.88K0%100 New
+$3.88K
$3.54K0%440 New
+$3.54K
$3.45K0%49 New
+$3.45K
$3.45K0%396 New
+$3.45K
$3.36K0%100 New
+$3.36K
$3.3K0%6 New
+$3.3K
$3.28K0%134 New
+$3.28K
$3.16K0%106 New
+$3.16K
$3.07K0%50 New
+$3.07K
$2.89K0%100 New
+$2.89K
$2.89K0%20 New
+$2.89K
$2.86K0%64 New
+$2.86K
$2.81K0%350 New
+$2.81K
$2.68K0%22 New
+$2.68K
$2.61K0%40 New
+$2.61K
$2.53K0%51 New
+$2.53K
$2.48K0%97 New
+$2.48K
$2.47K0%160 New
+$2.47K
$2.47K0%72 New
+$2.47K
$2.46K0%100 New
+$2.46K
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