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
$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
CRUS icon
351
Cirrus Logic
CRUS
$6.7B
$5.21K ﹤0.01%
50
VOD icon
352
Vodafone
VOD
$28.1B
$5.19K ﹤0.01%
487
-232
ZBH icon
353
Zimmer Biomet
ZBH
$20.4B
$5.11K ﹤0.01%
56
VGIT icon
354
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$5.08K ﹤0.01%
+85
SPG icon
355
Simon Property Group
SPG
$58.1B
$4.82K ﹤0.01%
30
TLT icon
356
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$4.68K ﹤0.01%
+53
SPOT icon
357
Spotify
SPOT
$133B
$4.6K ﹤0.01%
6
L icon
358
Loews
L
$20.8B
$4.38K ﹤0.01%
47
IJK icon
359
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.37B
$4.37K ﹤0.01%
48
TPR icon
360
Tapestry
TPR
$23.7B
$4.3K ﹤0.01%
49
FITB icon
361
Fifth Third Bancorp
FITB
$28.2B
$4.11K ﹤0.01%
100
UPS icon
362
United Parcel Service
UPS
$73.9B
$3.94K ﹤0.01%
39
HPQ icon
363
HP
HPQ
$25.9B
$3.91K ﹤0.01%
160
LIT icon
364
Global X Lithium & Battery Tech ETF
LIT
$1.39B
$3.84K ﹤0.01%
100
AUPH icon
365
Aurinia Pharmaceuticals
AUPH
$1.57B
$3.73K ﹤0.01%
440
MGM icon
366
MGM Resorts International
MGM
$8.93B
$3.67K ﹤0.01%
106
RWX icon
367
SPDR Dow Jones International Real Estate ETF
RWX
$302M
$3.67K ﹤0.01%
134
APLE icon
368
Apple Hospitality REIT
APLE
$2.77B
$3.64K ﹤0.01%
312
OKLO
369
Oklo
OKLO
$20.1B
$3.64K ﹤0.01%
65
+10
SMH icon
370
VanEck Semiconductor ETF
SMH
$35.7B
$3.63K ﹤0.01%
+13
IGIB icon
371
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$3.57K ﹤0.01%
+67
VTRS icon
372
Viatris
VTRS
$12.1B
$3.54K ﹤0.01%
396
SMCI icon
373
Super Micro Computer
SMCI
$28.7B
$3.53K ﹤0.01%
72
CCL icon
374
Carnival Corp
CCL
$38.6B
$3.29K ﹤0.01%
117
CHMI
375
Cherry Hill Mortgage Investment Corp
CHMI
$87.6M
$3.28K ﹤0.01%
1,200