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
401
$2.01K ﹤0.01%
48
402
$1.99K ﹤0.01%
+6
403
$1.97K ﹤0.01%
41
404
$1.96K ﹤0.01%
64
405
$1.95K ﹤0.01%
+31
406
$1.93K ﹤0.01%
10
407
$1.87K ﹤0.01%
50
408
$1.82K ﹤0.01%
+18
409
$1.8K ﹤0.01%
+16
410
$1.79K ﹤0.01%
50
411
$1.77K ﹤0.01%
20
412
$1.77K ﹤0.01%
41
413
$1.77K ﹤0.01%
+16
414
$1.74K ﹤0.01%
85
415
$1.74K ﹤0.01%
+8
416
$1.72K ﹤0.01%
22
417
$1.69K ﹤0.01%
+10
418
$1.68K ﹤0.01%
100
419
$1.65K ﹤0.01%
+23
420
$1.59K ﹤0.01%
25
421
$1.5K ﹤0.01%
+22
422
$1.48K ﹤0.01%
+20
423
$1.47K ﹤0.01%
+2
424
$1.46K ﹤0.01%
+2
425
$1.45K ﹤0.01%
10
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