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
51
$363K 0.23%
2,593
+1
52
$359K 0.23%
2,395
-1
53
$353K 0.22%
16,845
54
$344K 0.22%
11,720
+2,445
55
$339K 0.21%
1,028
56
$338K 0.21%
1,694
+5
57
$337K 0.21%
3,756
58
$328K 0.21%
5,460
+22
59
$319K 0.2%
1,905
60
$315K 0.2%
8,529
-369
61
$301K 0.19%
5,895
62
$284K 0.18%
911
+3
63
$282K 0.18%
605
-22
64
$272K 0.17%
1,523
65
$272K 0.17%
472
-40
66
$256K 0.16%
1,502
-146
67
$248K 0.16%
27,915
68
$240K 0.15%
2,058
-1
69
$226K 0.14%
+4,726
70
$226K 0.14%
722
71
$217K 0.14%
+620
72
$215K 0.14%
491
-1
73
$210K 0.13%
2,387
-203
74
$210K 0.13%
+2,700
75
$205K 0.13%
+2,425
1 2
3
4 5