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
$175M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Sells

1 +$327K
2 +$239K
3 +$100K
4
T icon
AT&T
T
+$90K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$82.9K

Sector Composition

1 Technology 11.38%
2 Financials 6.15%
3 Consumer Staples 3.82%
4 Communication Services 2.71%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FNB icon
176
FNB Corp
FNB
$5.58B
$45.7K 0.03%
3,135
SCHX icon
177
Schwab US Large- Cap ETF
SCHX
$61.9B
$45.4K 0.03%
1,859
EEM icon
178
iShares MSCI Emerging Markets ETF
EEM
$21B
$45.2K 0.03%
937
KMB icon
179
Kimberly-Clark
KMB
$39.5B
$45.1K 0.03%
350
CB icon
180
Chubb
CB
$111B
$44.3K 0.03%
153
+3
IEI icon
181
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$43.6K 0.02%
366
+59
UBER icon
182
Uber
UBER
$196B
$43.4K 0.02%
465
SYK icon
183
Stryker
SYK
$146B
$43K 0.02%
108
+2
IUSV icon
184
iShares Core S&P US Value ETF
IUSV
$22.9B
$42.1K 0.02%
444
+2
TROW icon
185
T. Rowe Price
TROW
$22.8B
$41.1K 0.02%
426
F icon
186
Ford
F
$55.1B
$40.3K 0.02%
3,713
+28
STWD icon
187
Starwood Property Trust
STWD
$6.84B
$40.1K 0.02%
2,000
TSCO icon
188
Tractor Supply
TSCO
$29.8B
$39.6K 0.02%
750
IBIT icon
189
iShares Bitcoin Trust
IBIT
$84.7B
$39.1K 0.02%
639
+2
DFAI icon
190
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$38.7K 0.02%
1,120
NBIX icon
191
Neurocrine Biosciences
NBIX
$14.3B
$38.3K 0.02%
305
AMAT icon
192
Applied Materials
AMAT
$182B
$38.3K 0.02%
209
+6
COP icon
193
ConocoPhillips
COP
$110B
$38.1K 0.02%
424
HIG icon
194
Hartford Financial Services
HIG
$35.2B
$38.1K 0.02%
300
ETY icon
195
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.47B
$37.7K 0.02%
2,437
EFA icon
196
iShares MSCI EAFE ETF
EFA
$68.5B
$37.5K 0.02%
419
TIP icon
197
iShares TIPS Bond ETF
TIP
$14B
$37K 0.02%
336
+8
HACK icon
198
Amplify Cybersecurity ETF
HACK
$2.42B
$36.7K 0.02%
425
SLB icon
199
SLB Limited
SLB
$53.5B
$36.5K 0.02%
1,081
+25
DSM
200
BNY Mellon Strategic Municipal Bond Fund
DSM
$303M
$36.2K 0.02%
6,460