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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
$191M
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$559K
3
+$443K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$216K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$191K

Top Sells

1
+$4.15M
2
+$948K
3
+$533K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$487K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$428K

Sector Composition

1 Technology 12.33%
2 Financials 5.34%
3 Consumer Staples 3.13%
4 Communication Services 2.82%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
176
Applied Materials
AMAT
$402B
$52.2K 0.03%
203
-10
SLV icon
177
iShares Silver Trust
SLV
$31.3B
$51.5K 0.03%
800
IJH icon
178
iShares Core S&P Mid-Cap ETF
IJH
$119B
$49.5K 0.03%
750
CB icon
179
Chubb
CB
$129B
$46.8K 0.02%
150
DE icon
180
Deere & Co
DE
$153B
$46.6K 0.02%
100
AMD icon
181
Advanced Micro Devices
AMD
$745B
$45.6K 0.02%
213
-15
IUSV icon
182
iShares Core S&P US Value ETF
IUSV
$26B
$45.6K 0.02%
444
EEM icon
183
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$45.5K 0.02%
832
-105
IVE icon
184
iShares S&P 500 Value ETF
IVE
$47.5B
$44.3K 0.02%
209
-99
TROW icon
185
T. Rowe Price
TROW
$22.9B
$43.6K 0.02%
426
NBIX icon
186
Neurocrine Biosciences
NBIX
$16.7B
$43.3K 0.02%
305
DFAI icon
187
Dimensional International Core Equity Market ETF
DFAI
$16.2B
$42.7K 0.02%
1,120
COP icon
188
ConocoPhillips
COP
$147B
$42K 0.02%
448
+13
KRG icon
189
Kite Realty
KRG
$5.93B
$41.9K 0.02%
1,748
HIG icon
190
Hartford Financial Services
HIG
$36B
$41.3K 0.02%
300
C icon
191
Citigroup
C
$228B
$41K 0.02%
351
+20
SLB icon
192
SLB Ltd
SLB
$84B
$40.6K 0.02%
1,058
+1
EFA icon
193
iShares MSCI EAFE ETF
EFA
$75.5B
$40.2K 0.02%
419
VGT icon
194
Vanguard Information Technology ETF
VGT
$138B
$40K 0.02%
424
-264
DSM
195
BNY Mellon Strategic Municipal Bond Fund
DSM
$303M
$39.9K 0.02%
6,460
NOW icon
196
ServiceNow
NOW
$112B
$39.8K 0.02%
260
CRWD icon
197
CrowdStrike
CRWD
$166B
$39.4K 0.02%
84
WELL icon
198
Welltower
WELL
$150B
$38.4K 0.02%
207
+12
UBER icon
199
Uber
UBER
$142B
$38K 0.02%
465
SYK icon
200
Stryker
SYK
$119B
$37.5K 0.02%
106
6 7
8
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