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
126
$82.5K 0.05%
+1,977
127
$81.8K 0.05%
+2,868
128
$81.3K 0.05%
+212
129
$76.6K 0.05%
+987
130
$75.7K 0.05%
+1,117
131
$75.2K 0.05%
+2,688
132
$74.8K 0.05%
+1,533
133
$72.7K 0.05%
+4,000
134
$70.9K 0.04%
+550
135
$69K 0.04%
+1,000
136
$68K 0.04%
+250
137
$67.2K 0.04%
+822
138
$66K 0.04%
+500
139
$65.1K 0.04%
+275
140
$63K 0.04%
+150
141
$61.8K 0.04%
+737
142
$60.1K 0.04%
+382
143
$60.1K 0.04%
+550
144
$59.8K 0.04%
+177
145
$59.7K 0.04%
+516
146
$59.7K 0.04%
+856
147
$59K 0.04%
+295
148
$58.8K 0.04%
+532
149
$58.7K 0.04%
+308
150
$58.7K 0.04%
+121
4 5
6
7 8