We are live on ! Find out more
SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $190M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
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
+$1.79M
2
+$1.36M
3
+$690K
4
PGNY icon
Progyny
PGNY
+$615K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$551K

Top Sells

1
+$309K
2
+$56.7K
3
+$25.1K
4
MSFT icon
Microsoft
MSFT
+$20.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$15.8K

Sector Composition

1 Technology 11.95%
2 Financials 5.32%
3 Consumer Staples 3.23%
4 Communication Services 2.66%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-97
577
– –
-64
578
– –
-7
579
– –
-72
580
– –
-101
581
– –
-5
582
– –
-10
583
– –
0
584
– –
-34
585
– –
-94
586
– –
-20
587
– –
-85
588
– –
-18
589
– –
-125
590
– –
-13
591
– –
-10
592
– –
-14
593
– –
-186
594
– –
-77
595
– –
-117
596
– –
-2
597
– –
-2
598
– –
-16
20 21 22 23
24