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
201
$35.7K 0.02%
1,151
+18
202
$35.1K 0.02%
1,435
203
$35K 0.02%
360
204
$34.4K 0.02%
802
205
$34.2K 0.02%
78
206
$34.1K 0.02%
109
207
$34.1K 0.02%
276
208
$32.3K 0.02%
100
+50
209
$31.8K 0.02%
1,900
210
$31.7K 0.02%
103
+3
211
$31.2K 0.02%
77
+3
212
$30.2K 0.02%
213
213
$29.6K 0.02%
2,171
214
$29.5K 0.02%
56
215
$29.3K 0.02%
565
216
$29.2K 0.02%
100
217
$29.1K 0.02%
385
218
$28.7K 0.02%
301
219
$28.7K 0.02%
240
+3
220
$28.6K 0.02%
578
221
$28.4K 0.02%
185
222
$28.3K 0.02%
454
223
$28.2K 0.02%
331
224
$28K 0.02%
55
-4
225
$27.8K 0.02%
2,600
7 8
9
10 11