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
326
$8.74K 0.01%
118
+33
327
$8.64K ﹤0.01%
150
328
$8.28K ﹤0.01%
85
+2
329
$8.24K ﹤0.01%
89
330
$8.19K ﹤0.01%
189
+13
331
$7.98K ﹤0.01%
188
332
$7.96K ﹤0.01%
178
333
$7.8K ﹤0.01%
71
334
$7.78K ﹤0.01%
38
-92
335
$7.75K ﹤0.01%
1,000
-20
336
$7.68K ﹤0.01%
153
337
$7.65K ﹤0.01%
1,321
338
$7.47K ﹤0.01%
+94
339
$7.18K ﹤0.01%
+75
340
$6.98K ﹤0.01%
96
341
$6.55K ﹤0.01%
222
-475
342
$6.55K ﹤0.01%
1,125
343
$6.11K ﹤0.01%
+48
344
$5.81K ﹤0.01%
225
-1,463
345
$5.76K ﹤0.01%
20
346
$5.72K ﹤0.01%
25
347
$5.53K ﹤0.01%
97
348
$5.4K ﹤0.01%
242
349
$5.3K ﹤0.01%
+64
350
$5.22K ﹤0.01%
+99
12 13
14
15 16