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
176
$41K 0.03%
+1,859
177
$40.9K 0.03%
+937
178
$40.9K 0.03%
+442
179
$39.9K 0.03%
+885
180
$39.8K 0.03%
+50
181
$39.7K 0.03%
+106
182
$39.5K 0.02%
+2,000
183
$39.1K 0.02%
+426
184
$38.7K 0.02%
+1,133
185
$37.3K 0.02%
+6,460
186
$37.1K 0.02%
+300
187
$37K 0.02%
+3,685
188
$36.8K 0.02%
+74
189
$36.4K 0.02%
+328
190
$36.3K 0.02%
+307
191
$36K 0.02%
+1,773
192
$35K 0.02%
+300
193
$35K 0.02%
+1,120
194
$34.8K 0.02%
+1,435
195
$34.8K 0.02%
+2,437
196
$34.2K 0.02%
+419
197
$33.9K 0.02%
+465
198
$33.8K 0.02%
+565
199
$33.7K 0.02%
+305
200
$30.6K 0.02%
+2,600
6 7
8
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