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
$111M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.19M
2 +$3.77M
3 +$1.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.69M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$1.31M

Top Sells

1 +$1.36M
2 +$974K
3 +$765K
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