SWIM
Smallwood Wealth Investment Management Portfolio holdings
AUM
$195M
1-Year Est. Return
15.4%
1 Year Est. Return
+15.4%
AUM
$175M
AUM Growth
+$16.4M
(+10%)
Holding
585
Top Buys
| 1 | +$2.2M | |
| 2 | +$1.08M | |
| 3 | +$318K | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$302K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$291K |
Top Sells
| 1 | +$327K | |
| 2 | +$239K | |
| 3 | +$100K | |
| 4 |
AT&T
T
|
+$90K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
Mattel
MAT
$5.94B
| – | – |
-20
|
|
||
577
Strategy Inc
MSTR
$83B
| – | – |
-102
|
|
||
578
Phinia Inc
PHIN
$2.13B
| – | – |
-13
|
|
||
579
Cartesian Therapeutics
RNAC
$238M
| – | – |
-350
|
|
||
580
Schwab US Mid-Cap ETF
SCHM
$13.7B
| – | – |
-40
|
|
||
581
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
| – | – |
-678
|
|
||
582
Trinity Industries
TRN
$2.29B
| – | – |
-84
|
|
||
583
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-7
|
|
||
584
Vontier
VNT
$6.29B
| – | – |
-3
|
|
||
585
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
| – | – |
-26
|
|