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
426
$1.44K ﹤0.01%
125
427
$1.43K ﹤0.01%
277
428
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15
429
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20
430
$1.42K ﹤0.01%
+2
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$1.4K ﹤0.01%
4
432
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+15
433
$1.34K ﹤0.01%
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$1.3K ﹤0.01%
+25
436
$1.29K ﹤0.01%
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$1.22K ﹤0.01%
+34
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$1.2K ﹤0.01%
+4
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$1.19K ﹤0.01%
+6
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$1.18K ﹤0.01%
16
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441
$1.18K ﹤0.01%
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442
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+8
444
$1.13K ﹤0.01%
41
445
$1.12K ﹤0.01%
5
446
$1.12K ﹤0.01%
+15
447
$1.09K ﹤0.01%
+5
448
$1.09K ﹤0.01%
+25
449
$1.07K ﹤0.01%
17
450
$1.07K ﹤0.01%
+4
16 17
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19 20