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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$32.9M
2 +$15.7M
3 +$5.45M
4
ICE icon
Intercontinental Exchange
ICE
+$5.41M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.39M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.76%
2 Financials 9.22%
3 Consumer Staples 5.86%
4 Communication Services 3.53%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$229K 0.21%
+8,400
52
$224K 0.21%
+3,539
53
$214K 0.2%
+2,871
54
$209K 0.19%
+808