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
276
$15.4K 0.01%
78
-71
277
$15.4K 0.01%
2,207
+42
278
$15K 0.01%
3,134
+67
279
$14.9K 0.01%
193
+1
280
$14.9K 0.01%
821
+10
281
$14.6K 0.01%
200
282
$14.4K 0.01%
200
283
$14.3K 0.01%
86
+3
284
$14.1K 0.01%
29
+3
285
$13.8K 0.01%
190
286
$13.7K 0.01%
772
+15
287
$13.6K 0.01%
110
288
$13.5K 0.01%
1,609
289
$13.4K 0.01%
+166
290
$13.3K 0.01%
81
291
$13.1K 0.01%
58
+8
292
$12.6K 0.01%
276
+50
293
$12.4K 0.01%
334
294
$12.4K 0.01%
89
295
$12.3K 0.01%
200
296
$12.3K 0.01%
120
297
$12.1K 0.01%
499
298
$11.9K 0.01%
1,055
299
$11.9K 0.01%
65
300
$11.7K 0.01%
100
10 11
12
13 14