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
351
$4.2K ﹤0.01%
+333
352
$4.03K ﹤0.01%
+312
353
$4K ﹤0.01%
+48
354
$3.96K ﹤0.01%
+1,200
355
$3.92K ﹤0.01%
+100
356
$3.88K ﹤0.01%
+100
357
$3.54K ﹤0.01%
+440
358
$3.45K ﹤0.01%
+49
359
$3.45K ﹤0.01%
+396
360
$3.36K ﹤0.01%
+100
361
$3.3K ﹤0.01%
+6
362
$3.28K ﹤0.01%
+134
363
$3.16K ﹤0.01%
+106
364
$3.07K ﹤0.01%
+50
365
$2.89K ﹤0.01%
+20
366
$2.89K ﹤0.01%
+100
367
$2.86K ﹤0.01%
+64
368
$2.81K ﹤0.01%
+350
369
$2.68K ﹤0.01%
+22
370
$2.61K ﹤0.01%
+40
371
$2.53K ﹤0.01%
+51
372
$2.48K ﹤0.01%
+97
373
$2.47K ﹤0.01%
+160
374
$2.46K ﹤0.01%
+72
375
$2.46K ﹤0.01%
+100
13 14
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