SWIM
Smallwood Wealth Investment Management Portfolio holdings
AUM $159M
AUM
$159M
AUM Growth
+$13.8M (+10%)
Cap. Flow
+$15.9M
Cap. Flow % of AUM
9.98%
Top 10 Holdings %Top 10 Hldgs %
59.06%
Holding
505
New
423
Increased
32
Reduced
22
Closed
–
Top Buys
| 1 | $1.29M | |
| 2 | $827K | |
| 3 | $365K | |
| 4 | $294K | |
| 5 | $236K |
Top Sells
| 1 | $667K | |
| 2 | $227K | |
| 3 | $191K | |
| 4 | $116K | |
| 5 | $68.1K |
Sector Composition
| 1 | Technology | 11.35% |
| 2 | Financials | 6.35% |
| 3 | Consumer Staples | 4.19% |
| 4 | Communication Services | 2.53% |
| 5 | Healthcare | 2.06% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $82.5K | 0.05% | 1,977 | New | +$82.5K | |||
| $81.8K | 0.05% | 2,868 | New | +$81.8K | |||
| $81.3K | 0.05% | 212 | New | +$81.3K | |||
| $76.6K | 0.05% | 987 | New | +$76.6K | |||
| $75.7K | 0.05% | 1,117 | New | +$75.7K | |||
| $75.2K | 0.05% | 2,688 | New | +$75.2K | |||
| $74.8K | 0.05% | 1,533 | New | +$74.8K | |||
| $72.7K | 0.05% | 4,000 | New | +$72.7K | |||
| $70.9K | 0.04% | 550 | New | +$70.9K | |||
| $69.1K | 0.04% | 1,000 | New | +$69.1K | |||
| $68K | 0.04% | 250 | New | +$68K | |||
| $67.2K | 0.04% | 822 | New | +$67.2K | |||
| $66K | 0.04% | 500 | New | +$66K | |||
| $65.1K | 0.04% | 275 | New | +$65.1K | |||
| $63K | 0.04% | 150 | New | +$63K | |||
| $61.8K | 0.04% | 737 | New | +$61.8K | |||
| $60.1K | 0.04% | 382 | New | +$60.1K | |||
| $60.1K | 0.04% | 550 | New | +$60.1K | |||
| $59.8K | 0.04% | 177 | New | +$59.8K | |||
| $59.7K | 0.04% | 516 | New | +$59.7K | |||
| $59.7K | 0.04% | 856 | New | +$59.7K | |||
| $59K | 0.04% | 295 | New | +$59K | |||
| $58.8K | 0.04% | 532 | New | +$58.8K | |||
| $58.7K | 0.04% | 308 | New | +$58.7K | |||
| $58.7K | 0.04% | 121 | New | +$58.7K |
