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
EPD icon
201
Enterprise Products Partners
EPD
$67.1B
$35.7K 0.02%
1,151
+18
VRP icon
202
Invesco Variable Rate Preferred ETF
VRP
$2.23B
$35.1K 0.02%
1,435
LRCX icon
203
Lam Research
LRCX
$191B
$35K 0.02%
360
DKNG icon
204
DraftKings
DKNG
$16.4B
$34.4K 0.02%
802
VUG icon
205
Vanguard Growth ETF
VUG
$199B
$34.2K 0.02%
78
RCL icon
206
Royal Caribbean
RCL
$86B
$34.1K 0.02%
109
MU icon
207
Micron Technology
MU
$246B
$34.1K 0.02%
276
CEG icon
208
Constellation Energy
CEG
$122B
$32.3K 0.02%
100
+50
HBAN icon
209
Huntington Bancshares
HBAN
$23.5B
$31.8K 0.02%
1,900
CDNS icon
210
Cadence Design Systems
CDNS
$94B
$31.7K 0.02%
103
+3
TMO icon
211
Thermo Fisher Scientific
TMO
$216B
$31.2K 0.02%
77
+3
AMD icon
212
Advanced Micro Devices
AMD
$410B
$30.2K 0.02%
213
PR icon
213
Permian Resources
PR
$9.29B
$29.6K 0.02%
2,171
SPGI icon
214
S&P Global
SPGI
$149B
$29.5K 0.02%
56
GIS icon
215
General Mills
GIS
$25.3B
$29.3K 0.02%
565
GD icon
216
General Dynamics
GD
$94.8B
$29.2K 0.02%
100
CIBR icon
217
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.3B
$29.1K 0.02%
385
SPYG icon
218
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.1B
$28.7K 0.02%
301
PSX icon
219
Phillips 66
PSX
$54.5B
$28.7K 0.02%
240
+3
VWO icon
220
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$28.6K 0.02%
578
WELL icon
221
Welltower
WELL
$119B
$28.4K 0.02%
185
IAU icon
222
iShares Gold Trust
IAU
$62.4B
$28.3K 0.02%
454
C icon
223
Citigroup
C
$177B
$28.2K 0.02%
331
CRWD icon
224
CrowdStrike
CRWD
$132B
$28K 0.02%
55
-4
ABR icon
225
Arbor Realty Trust
ABR
$2.27B
$27.8K 0.02%
2,600