SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $190M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.36M
3 +$690K
4
PGNY icon
Progyny
PGNY
+$615K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$551K

Top Sells

1 +$309K
2 +$56.7K
3 +$25.1K
4
MSFT icon
Microsoft
MSFT
+$20.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$15.8K

Sector Composition

1 Technology 11.95%
2 Financials 5.32%
3 Consumer Staples 3.23%
4 Communication Services 2.66%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$48.9K 0.03%
750
177
$48.9K 0.03%
908
178
$48.2K 0.02%
360
179
$47.9K 0.02%
260
+10
180
$47.4K 0.02%
121
181
$46.3K 0.02%
276
182
$45.7K 0.02%
100
183
$45.6K 0.02%
465
184
$45K 0.02%
3,761
+48
185
$44.5K 0.02%
444
186
$43.7K 0.02%
426
187
$43.6K 0.02%
213
+4
188
$43.5K 0.02%
350
189
$43K 0.02%
165
+125
190
$42.8K 0.02%
305
191
$42.7K 0.02%
750
192
$42.3K 0.02%
150
-3
193
$41.5K 0.02%
639
194
$41.2K 0.02%
435
+11
195
$41.2K 0.02%
84
+29
196
$40.7K 0.02%
1,120
197
$40K 0.02%
300
198
$39.5K 0.02%
106
-2
199
$39.1K 0.02%
419
200
$39K 0.02%
1,748
+641