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
401
$1.47K ﹤0.01%
+98
402
$1.46K ﹤0.01%
+277
403
$1.4K ﹤0.01%
+125
404
$1.28K ﹤0.01%
+16
405
$1.28K ﹤0.01%
+10
406
$1.27K ﹤0.01%
+20
407
$1.24K ﹤0.01%
+21
408
$1.22K ﹤0.01%
+20
409
$1.21K ﹤0.01%
+25
410
$1.2K ﹤0.01%
+12
411
$1.2K ﹤0.01%
+26
412
$1.19K ﹤0.01%
+15
413
$1.19K ﹤0.01%
+55
414
$1.18K ﹤0.01%
+10
415
$1.17K ﹤0.01%
+15
416
$1.16K ﹤0.01%
+10
417
$1.16K ﹤0.01%
+41
418
$1.1K ﹤0.01%
+160
419
$1.05K ﹤0.01%
+40
420
$1.01K ﹤0.01%
+29
421
$966 ﹤0.01%
+25
422
$936 ﹤0.01%
+17
423
$923 ﹤0.01%
+17
424
$914 ﹤0.01%
+5
425
$842 ﹤0.01%
+6
15 16
17
18 19