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
376
$2.38K ﹤0.01%
+84
377
$2.35K ﹤0.01%
+47
378
$2.29K ﹤0.01%
+223
379
$2.29K ﹤0.01%
+117
380
$2.17K ﹤0.01%
+85
381
$2.17K ﹤0.01%
+16
382
$2.11K ﹤0.01%
+41
383
$2.07K ﹤0.01%
+31
384
$2.02K ﹤0.01%
+70
385
$2.01K ﹤0.01%
+26
386
$2K ﹤0.01%
+46
387
$2K ﹤0.01%
+18
388
$1.99K ﹤0.01%
+23
389
$1.97K ﹤0.01%
+64
390
$1.94K ﹤0.01%
+50
391
$1.92K ﹤0.01%
+58
392
$1.91K ﹤0.01%
+64
393
$1.72K ﹤0.01%
+10
394
$1.71K ﹤0.01%
+100
395
$1.66K ﹤0.01%
+20
396
$1.62K ﹤0.01%
+41
397
$1.62K ﹤0.01%
+22
398
$1.55K ﹤0.01%
+50
399
$1.54K ﹤0.01%
+10
400
$1.51K ﹤0.01%
+48
14 15
16
17 18