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 | |
|---|---|---|---|---|---|---|---|
| $2.38K | 0% | 84 | New | +$2.38K | |||
| $2.35K | 0% | 47 | New | +$2.35K | |||
| $2.29K | 0% | 223 | New | +$2.29K | |||
| $2.29K | 0% | 117 | New | +$2.29K | |||
| $2.17K | 0% | 85 | New | +$2.17K | |||
| $2.17K | 0% | 16 | New | +$2.17K | |||
| $2.11K | 0% | 41 | New | +$2.11K | |||
| $2.07K | 0% | 31 | New | +$2.07K | |||
| $2.02K | 0% | 70 | New | +$2.02K | |||
| $2.01K | 0% | 26 | New | +$2.01K | |||
| $2K | 0% | 46 | New | +$2K | |||
| $2K | 0% | 18 | New | +$2K | |||
| $1.99K | 0% | 23 | New | +$1.99K | |||
| $1.97K | 0% | 64 | New | +$1.97K | |||
| $1.94K | 0% | 50 | New | +$1.94K | |||
| $1.92K | 0% | 58 | New | +$1.92K | |||
| $1.91K | 0% | 64 | New | +$1.91K | |||
| $1.72K | 0% | 10 | New | +$1.72K | |||
| $1.71K | 0% | 100 | New | +$1.71K | |||
| $1.66K | 0% | 20 | New | +$1.66K | |||
| $1.62K | 0% | 41 | New | +$1.62K | |||
| $1.62K | 0% | 22 | New | +$1.62K | |||
| $1.55K | 0% | 50 | New | +$1.55K | |||
| $1.54K | 0% | 10 | New | +$1.54K | |||
| $1.51K | 0% | 48 | New | +$1.51K |
