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
451
$1.05K ﹤0.01%
5
452
$1.04K ﹤0.01%
6
453
$1.04K ﹤0.01%
+19
454
$1.03K ﹤0.01%
+6
455
$997 ﹤0.01%
+77
456
$990 ﹤0.01%
6
457
$982 ﹤0.01%
10
458
$970 ﹤0.01%
+8
459
$966 ﹤0.01%
11
460
$961 ﹤0.01%
20
461
$957 ﹤0.01%
98
462
$955 ﹤0.01%
+13
463
$952 ﹤0.01%
+4
464
$925 ﹤0.01%
+3
465
$923 ﹤0.01%
+8
466
$914 ﹤0.01%
+11
467
$911 ﹤0.01%
25
468
$911 ﹤0.01%
30
+1
469
$888 ﹤0.01%
+6
470
$884 ﹤0.01%
+4
471
$880 ﹤0.01%
8
472
$874 ﹤0.01%
59
473
$864 ﹤0.01%
+15
474
$851 ﹤0.01%
+7
475
$846 ﹤0.01%
+3
17 18
19
20 21