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
51
$405K 0.23%
2,653
+13
52
$399K 0.23%
1,028
53
$368K 0.21%
1,703
+9
54
$350K 0.2%
16,845
55
$347K 0.2%
12,673
+953
56
$337K 0.19%
2,471
+46
57
$323K 0.18%
3,549
-1,100
58
$319K 0.18%
5,434
-26
59
$317K 0.18%
2,401
+6
60
$315K 0.18%
1,502
61
$306K 0.17%
5,842
-53
62
$304K 0.17%
6,574
-108
63
$299K 0.17%
8,370
-159
64
$296K 0.17%
1,526
+3
65
$295K 0.17%
3,722
-34
66
$290K 0.17%
2,058
67
$284K 0.16%
605
68
$276K 0.16%
5,671
+945
69
$253K 0.14%
905
-6
70
$249K 0.14%
27,915
71
$243K 0.14%
2,486
+99
72
$242K 0.14%
2,700
73
$229K 0.13%
718
+3
74
$223K 0.13%
629
+9
75
$212K 0.12%
725
+3
1 2
3
4 5