SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 17.52%
This Quarter Est. Return
1 Year Est. Return
+17.52%
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 Buys

1
+$2.2M
2
+$1.08M
3
+$318K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$302K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$291K

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
226
$27.8K 0.02%
2,329
+28
227
$27.6K 0.02%
750
228
$26.2K 0.02%
800
229
$25.1K 0.01%
402
230
$25.1K 0.01%
1,107
231
$25.1K 0.01%
+186
232
$24.9K 0.01%
225
233
$24.7K 0.01%
139
+1
234
$24.5K 0.01%
+226
235
$24.4K 0.01%
374
236
$24.2K 0.01%
104
+4
237
$24.2K 0.01%
200
238
$24.1K 0.01%
300
239
$23.7K 0.01%
600
240
$23.7K 0.01%
485
241
$23.4K 0.01%
1,443
242
$23.4K 0.01%
134
243
$23.3K 0.01%
2,077
244
$22.9K 0.01%
227
245
$22.7K 0.01%
132
+12
246
$22.7K 0.01%
100
247
$22.7K 0.01%
1,977
-747
248
$22.6K 0.01%
1,797
249
$22.3K 0.01%
90
250
$22K 0.01%
313
+13
8 9
10
11 12