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 Buys

1
+$1.29M
2
+$827K
3
+$365K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$294K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$236K

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
251
$21.2K 0.01%
+100
252
$21.1K 0.01%
+1,947
253
$21.1K 0.01%
+1,797
254
$20.8K 0.01%
+283
255
$20.8K 0.01%
+59
256
$20.7K 0.01%
+200
257
$20.6K 0.01%
+291
258
$20K 0.01%
+500
259
$19.6K 0.01%
+142
260
$19.2K 0.01%
+134
261
$18.5K 0.01%
+448
262
$18.2K 0.01%
+138
263
$17.9K 0.01%
+300
264
$17.8K 0.01%
+36
265
$17.6K 0.01%
+190
266
$17.3K 0.01%
+67
267
$17.3K 0.01%
+555
268
$17K 0.01%
+1,609
269
$17K 0.01%
+404
270
$16.9K 0.01%
+678
271
$16.6K 0.01%
+50
272
$16.2K 0.01%
+190
273
$15.9K 0.01%
+309
274
$15.8K 0.01%
+67
275
$15.5K 0.01%
+378
9 10
11
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