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
326
$8.06K 0.01%
+89
327
$7.98K 0.01%
+83
328
$7.51K ﹤0.01%
+1,055
329
$7.44K ﹤0.01%
+204
330
$7.41K ﹤0.01%
+1,321
331
$7.18K ﹤0.01%
+1,020
332
$7.17K ﹤0.01%
+218
333
$6.89K ﹤0.01%
+178
334
$6.86K ﹤0.01%
+85
335
$6.85K ﹤0.01%
+71
336
$6.74K ﹤0.01%
+719
337
$6.68K ﹤0.01%
+70
338
$6.66K ﹤0.01%
+176
339
$6.34K ﹤0.01%
+56
340
$6.2K ﹤0.01%
+1,125
341
$6.1K ﹤0.01%
+96
342
$5.79K ﹤0.01%
+25
343
$5.44K ﹤0.01%
+242
344
$4.98K ﹤0.01%
+30
345
$4.98K ﹤0.01%
+50
346
$4.93K ﹤0.01%
+97
347
$4.63K ﹤0.01%
+20
348
$4.43K ﹤0.01%
+160
349
$4.39K ﹤0.01%
+47
350
$4.29K ﹤0.01%
+39
12 13
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