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
151
$59.6K 0.03%
523
-243
152
$57.6K 0.03%
470
+195
153
$57.1K 0.03%
550
154
$56.6K 0.03%
382
155
$56.2K 0.03%
4,046
+19
156
$56.1K 0.03%
630
157
$54.3K 0.03%
177
158
$53.9K 0.03%
121
159
$53.8K 0.03%
9,000
160
$53.8K 0.03%
1,023
161
$53.7K 0.03%
353
162
$53.4K 0.03%
532
163
$53.3K 0.03%
611
164
$52.4K 0.03%
3,276
+65
165
$51.4K 0.03%
250
166
$51.1K 0.03%
300
167
$51K 0.03%
90
168
$50.8K 0.03%
100
169
$49.4K 0.03%
2,000
170
$49.4K 0.03%
539
+1
171
$49.1K 0.03%
150
172
$47.6K 0.03%
908
+358
173
$46.5K 0.03%
750
174
$46.5K 0.03%
1,000
175
$46.4K 0.03%
70
+18
5 6
7
8 9