SWIM
Smallwood Wealth Investment Management Portfolio holdings
AUM
$159M
This Quarter Return
-3.71%
1 Year Return
+10.67%
3 Year Return
+23.57%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(-2.1%)
Cap. Flow
+$2.14M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
64
New
1
Increased
30
Reduced
19
Closed
2
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$1.29M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$756K |
| 3 |
JPMorgan Chase
JPM
|
$234K |
| 4 |
WisdomTree International Equity Fund
DWM
|
$89.9K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$84.1K |
Top Sells
| 1 |
Verizon
VZ
|
$211K |
| 2 |
Bank of America
BAC
|
$200K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$195K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$81.1K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$56K |
Sector Composition
| 1 | Technology | 9.44% |
| 2 | Financials | 6.75% |
| 3 | Consumer Staples | 4.82% |
| 4 | Healthcare | 2.98% |
| 5 | Communication Services | 2.33% |
