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
526
$190 ﹤0.01%
120
527
$182 ﹤0.01%
8
528
$161 ﹤0.01%
+5
529
$142 ﹤0.01%
5
530
$141 ﹤0.01%
15
531
$137 ﹤0.01%
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532
$132 ﹤0.01%
2
533
$129 ﹤0.01%
11
534
$118 ﹤0.01%
2
535
$102 ﹤0.01%
2
536
$87 ﹤0.01%
10
537
$87 ﹤0.01%
2
538
$82 ﹤0.01%
1
539
$80 ﹤0.01%
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$75 ﹤0.01%
1
541
$73 ﹤0.01%
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542
$70 ﹤0.01%
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543
$67 ﹤0.01%
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544
$60 ﹤0.01%
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545
$50 ﹤0.01%
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546
$50 ﹤0.01%
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547
$45 ﹤0.01%
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548
$42 ﹤0.01%
45
+15
549
$34 ﹤0.01%
5
550
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