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
376
$3.27K ﹤0.01%
160
377
$3.24K ﹤0.01%
100
378
$3.19K ﹤0.01%
20
379
$3.11K ﹤0.01%
16
380
$2.98K ﹤0.01%
22
381
$2.97K ﹤0.01%
40
382
$2.97K ﹤0.01%
51
383
$2.93K ﹤0.01%
64
384
$2.74K ﹤0.01%
26
+8
385
$2.64K ﹤0.01%
350
386
$2.57K ﹤0.01%
58
387
$2.54K ﹤0.01%
100
388
$2.51K ﹤0.01%
97
389
$2.46K ﹤0.01%
46
390
$2.4K ﹤0.01%
+101
391
$2.4K ﹤0.01%
47
392
$2.36K ﹤0.01%
+97
393
$2.29K ﹤0.01%
+26
394
$2.2K ﹤0.01%
+44
395
$2.19K ﹤0.01%
26
+3
396
$2.15K ﹤0.01%
64
397
$2.09K ﹤0.01%
100
-522
398
$2.09K ﹤0.01%
100
399
$2.06K ﹤0.01%
+14
400
$2.02K ﹤0.01%
16
+6
14 15
16
17 18