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
451
$388 ﹤0.01%
+26
452
$380 ﹤0.01%
+5
453
$377 ﹤0.01%
+12
454
$363 ﹤0.01%
+3
455
$331 ﹤0.01%
+17
456
$317 ﹤0.01%
+2
457
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+3
458
$307 ﹤0.01%
+2
459
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460
$283 ﹤0.01%
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462
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467
$216 ﹤0.01%
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468
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$178 ﹤0.01%
+120
470
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$133 ﹤0.01%
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$132 ﹤0.01%
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473
$131 ﹤0.01%
+5
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$113 ﹤0.01%
+2
475
$107 ﹤0.01%
+11
17 18
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