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
101
$120K 0.08%
+1,310
102
$119K 0.07%
+1,656
103
$113K 0.07%
+1,280
104
$111K 0.07%
+1,163
105
$109K 0.07%
+1,513
106
$107K 0.07%
+204
107
$105K 0.07%
+111
108
$104K 0.07%
+4,026
109
$104K 0.07%
+591
110
$104K 0.07%
+189
111
$103K 0.07%
+109
112
$103K 0.06%
+1,675
113
$103K 0.06%
+1,038
114
$102K 0.06%
+312
115
$99.5K 0.06%
+658
116
$99.3K 0.06%
+1,839
117
$98.6K 0.06%
+367
118
$95.6K 0.06%
+431
119
$93.3K 0.06%
+452
120
$93.2K 0.06%
+1,430
121
$92.9K 0.06%
+1,850
122
$85.9K 0.05%
+183
123
$85.8K 0.05%
+1,683
124
$83.8K 0.05%
+766
125
$83.1K 0.05%
+668
3 4
5
6 7