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
351
$5.21K ﹤0.01%
50
352
$5.19K ﹤0.01%
487
-232
353
$5.11K ﹤0.01%
56
354
$5.08K ﹤0.01%
+85
355
$4.82K ﹤0.01%
30
356
$4.68K ﹤0.01%
+53
357
$4.6K ﹤0.01%
6
358
$4.38K ﹤0.01%
47
359
$4.37K ﹤0.01%
48
360
$4.3K ﹤0.01%
49
361
$4.11K ﹤0.01%
100
362
$3.94K ﹤0.01%
39
363
$3.91K ﹤0.01%
160
364
$3.84K ﹤0.01%
100
365
$3.73K ﹤0.01%
440
366
$3.67K ﹤0.01%
106
367
$3.67K ﹤0.01%
134
368
$3.64K ﹤0.01%
312
369
$3.64K ﹤0.01%
65
+10
370
$3.63K ﹤0.01%
+13
371
$3.57K ﹤0.01%
+67
372
$3.54K ﹤0.01%
396
373
$3.53K ﹤0.01%
72
374
$3.29K ﹤0.01%
117
375
$3.28K ﹤0.01%
1,200
13 14
15
16 17