SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 17.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.9M
3
+$1.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.87M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$1.46M

Top Sells

1
+$1.52M
2
+$1.09M
3
+$851K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$237K
5
CHD icon
Church & Dwight Co
CHD
+$214K

Sector Composition

1 Technology 14.88%
2 Financials 8.28%
3 Consumer Staples 4.57%
4 Healthcare 3.63%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-370
1 2 3
4