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
$195M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.38M
3 +$697K
4
PGNY icon
Progyny
PGNY
+$583K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$559K

Top Sells

1 +$314K
2 +$57.3K
3 +$25.1K
4
MSFT icon
Microsoft
MSFT
+$20.7K
5
JNJ icon
Johnson & Johnson
JNJ
+$17.1K

Sector Composition

1 Technology 11.95%
2 Financials 5.32%
3 Consumer Staples 3.23%
4 Communication Services 2.66%
5 Healthcare 1.94%