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
101
$130K 0.07%
1,675
102
$127K 0.07%
1,390
103
$123K 0.07%
500
104
$121K 0.07%
1,430
105
$121K 0.07%
1,513
106
$120K 0.07%
1,310
107
$118K 0.07%
316
+4
108
$117K 0.07%
4,026
109
$114K 0.07%
109
110
$113K 0.06%
1,881
+42
111
$111K 0.06%
596
+5
112
$110K 0.06%
464
+33
113
$110K 0.06%
111
114
$107K 0.06%
1,506
-150
115
$106K 0.06%
189
116
$104K 0.06%
658
117
$104K 0.06%
1,850
118
$103K 0.06%
1,038
119
$102K 0.06%
184
+1
120
$100K 0.06%
367
121
$95.6K 0.05%
1,280
122
$89.8K 0.05%
232
+20
123
$89.2K 0.05%
250
124
$84.3K 0.05%
2,868
125
$82.5K 0.05%
156
3 4
5
6 7