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
176
$45.7K 0.03%
3,135
177
$45.4K 0.03%
1,859
178
$45.2K 0.03%
937
179
$45.1K 0.03%
350
180
$44.3K 0.03%
153
+3
181
$43.6K 0.02%
366
+59
182
$43.4K 0.02%
465
183
$43K 0.02%
108
+2
184
$42.1K 0.02%
444
+2
185
$41.1K 0.02%
426
186
$40.3K 0.02%
3,713
+28
187
$40.1K 0.02%
2,000
188
$39.6K 0.02%
750
189
$39.1K 0.02%
639
+2
190
$38.7K 0.02%
1,120
191
$38.3K 0.02%
305
192
$38.3K 0.02%
209
+6
193
$38.1K 0.02%
424
194
$38.1K 0.02%
300
195
$37.7K 0.02%
2,437
196
$37.5K 0.02%
419
197
$37K 0.02%
336
+8
198
$36.7K 0.02%
425
199
$36.5K 0.02%
1,081
+25
200
$36.2K 0.02%
6,460
6 7
8
9 10