SWIM
Smallwood Wealth Investment Management Portfolio holdings
AUM
$159M
This Quarter Return
+10.36%
1 Year Return
+10.67%
3 Year Return
+23.57%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.86%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$32.9M |
| 2 |
Apple
AAPL
|
$15.7M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.45M |
| 4 |
Intercontinental Exchange
ICE
|
$5.41M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$5.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.76% |
| 2 | Financials | 9.22% |
| 3 | Consumer Staples | 5.86% |
| 4 | Communication Services | 3.53% |
| 5 | Healthcare | 2.52% |
