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
$118M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.29M
2 +$553K
3 +$418K
4
JNJ icon
Johnson & Johnson
JNJ
+$332K
5
MO icon
Altria Group
MO
+$204K

Sector Composition

1 Technology 13.42%
2 Financials 7.91%
3 Consumer Staples 4.89%
4 Healthcare 3.8%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,100