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
$159M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Sells

1 +$667K
2 +$227K
3 +$191K
4
CVX icon
Chevron
CVX
+$116K
5
XOM icon
Exxon Mobil
XOM
+$68.1K

Sector Composition

1 Technology 11.34%
2 Financials 6.35%
3 Consumer Staples 4.19%
4 Communication Services 2.54%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$30.5K 0.02%
+149
202
$30.5K 0.02%
+425
203
$30.1K 0.02%
+2,171
204
$29.8K 0.02%
+637
205
$29.7K 0.02%
+1,000
206
$29.5K 0.02%
+203
207
$29.4K 0.02%
+102
208
$29.3K 0.02%
+237
209
$29.2K 0.02%
+2,724
210
$28.9K 0.02%
+78
211
$28.5K 0.02%
+1,900
212
$28.5K 0.02%
+2,301
213
$28.5K 0.02%
+56
214
$28.3K 0.02%
+185
215
$28.2K 0.02%
+52
216
$27.5K 0.02%
+120
217
$27.4K 0.02%
+550
218
$27.3K 0.02%
+100
219
$27.2K 0.02%
+750
220
$26.8K 0.02%
+454
221
$26.6K 0.02%
+802
222
$26.2K 0.02%
+360
223
$26.2K 0.02%
+578
224
$25.4K 0.02%
+100
225
$25.2K 0.02%
+225