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
276
$15.5K 0.01%
+192
277
$15.4K 0.01%
+50
278
$15.4K 0.01%
+200
279
$15.3K 0.01%
+273
280
$15.2K 0.01%
+645
281
$15.1K 0.01%
+811
282
$15K 0.01%
+3,067
283
$14.9K 0.01%
+622
284
$13.8K 0.01%
+26
285
$13.5K 0.01%
+2,165
286
$13.4K 0.01%
+110
287
$13.2K 0.01%
+334
288
$13.1K 0.01%
+89
289
$12.9K 0.01%
+200
290
$12.8K 0.01%
+757
291
$12.5K 0.01%
+100
292
$12.2K 0.01%
+166
293
$12.1K 0.01%
+81
294
$12.1K 0.01%
+83
295
$11.8K 0.01%
+108
296
$11.2K 0.01%
+745
297
$11.1K 0.01%
+65
298
$11K 0.01%
+171
299
$10.9K 0.01%
+135
300
$10.9K 0.01%
+200
10 11
12
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