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
151
$57.4K 0.04%
+890
152
$57K 0.04%
+630
153
$55.2K 0.03%
+9,000
154
$54.9K 0.03%
+611
155
$54.2K 0.03%
+150
156
$54.1K 0.03%
+317
157
$53.3K 0.03%
+3,211
158
$52.9K 0.03%
+538
159
$52.8K 0.03%
+4,027
160
$51.8K 0.03%
+353
161
$51.4K 0.03%
+1,688
162
$49.8K 0.03%
+350
163
$48K 0.03%
+90
164
$47.6K 0.03%
+156
165
$47.4K 0.03%
+2,000
166
$47K 0.03%
+150
167
$46.9K 0.03%
+100
168
$46.9K 0.03%
+181
169
$46.8K 0.03%
+1,023
170
$45.3K 0.03%
+150
171
$44.5K 0.03%
+424
172
$44.2K 0.03%
+1,056
173
$43.8K 0.03%
+750
174
$42.2K 0.03%
+3,135
175
$41.3K 0.03%
+750
5 6
7
8 9