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
301
$11.4K 0.01%
155
-11
302
$11.2K 0.01%
70
303
$11.2K 0.01%
135
304
$11K 0.01%
27
305
$11K 0.01%
745
306
$11K 0.01%
+117
307
$10.9K 0.01%
40
308
$10.9K 0.01%
174
+3
309
$10.9K 0.01%
1,052
+1
310
$10.9K 0.01%
116
+11
311
$10.7K 0.01%
248
-637
312
$10.6K 0.01%
+97
313
$10.4K 0.01%
30
314
$10.4K 0.01%
471
315
$10.4K 0.01%
246
+24
316
$10.4K 0.01%
149
-134
317
$10.4K 0.01%
+174
318
$10.4K 0.01%
749
319
$10.4K 0.01%
+118
320
$9.74K 0.01%
204
321
$9.5K 0.01%
662
+11
322
$9.12K 0.01%
318
323
$9.03K 0.01%
256
324
$8.96K 0.01%
218
325
$8.79K 0.01%
70
11 12
13
14 15