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 | |
|---|---|---|---|---|---|---|---|
| $30.5K | 0.02% | 149 | New | +$30.5K | |||
| $30.5K | 0.02% | 425 | New | +$30.5K | |||
| $30.1K | 0.02% | 2,171 | New | +$30.1K | |||
| $29.8K | 0.02% | 637 | New | +$29.8K | |||
| $29.7K | 0.02% | 1,000 | New | +$29.7K | |||
| $29.5K | 0.02% | 203 | New | +$29.5K | |||
| $29.4K | 0.02% | 102 | New | +$29.4K | |||
| $29.3K | 0.02% | 237 | New | +$29.3K | |||
| $29.2K | 0.02% | 2,724 | New | +$29.2K | |||
| $28.9K | 0.02% | 78 | New | +$28.9K | |||
| $28.5K | 0.02% | 1,900 | New | +$28.5K | |||
| $28.5K | 0.02% | 2,301 | New | +$28.5K | |||
| $28.5K | 0.02% | 56 | New | +$28.5K | |||
| $28.3K | 0.02% | 185 | New | +$28.3K | |||
| $28.2K | 0.02% | 52 | New | +$28.2K | |||
| $27.5K | 0.02% | 120 | New | +$27.5K | |||
| $27.4K | 0.02% | 550 | New | +$27.4K | |||
| $27.3K | 0.02% | 100 | New | +$27.3K | |||
| $27.2K | 0.02% | 750 | New | +$27.2K | |||
| $26.8K | 0.02% | 454 | New | +$26.8K | |||
| $26.6K | 0.02% | 802 | New | +$26.6K | |||
| $26.2K | 0.02% | 360 | New | +$26.2K | |||
| $26.2K | 0.02% | 578 | New | +$26.2K | |||
| $25.4K | 0.02% | 100 | New | +$25.4K | |||
| $25.2K | 0.02% | 225 | New | +$25.2K |
