Smallwood Wealth Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Smallwood Wealth Investment Management, LLC | Institutional Filer | ▼ 0.68% | $189.7M | 527 |
Current Portfolio Holdings
Showing all 527 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 343K | $48.8M | 25.71% |
| 2 | AAPL | Apple Inc. | Technology | 46K | $11.7M | 6.15% |
| 3 | VTI | VANGUARD INDEX FDS | — | 30K | $9.7M | 5.11% |
| 4 | VOE | VANGUARD INDEX FDS | — | 44K | $8.2M | 4.32% |
| 5 | FRDM | EA SERIES TRUST | — | 116K | $6.3M | 3.33% |
| 6 | HELO | J P MORGAN EXCHANGE TRADED F | — | 89K | $5.7M | 3.00% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 130K | $5.5M | 2.91% |
| 8 | PULS | PGIM ETF TR | — | 111K | $5.5M | 2.90% |
| 9 | ICE | Intercontinental Exchange, Inc. | Financial Services | 34K | $5.4M | 2.83% |
| 10 | DWM | WISDOMTREE TR | — | 58K | $4.0M | 2.12% |
| 11 | MMIT | NEW YORK LIFE INVTS ACTIVE E | — | 165K | $4.0M | 2.09% |
| 12 | VDE | VANGUARD WORLD FD | — | 23K | $3.9M | 2.08% |
| 13 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 116K | $3.9M | 2.03% |
| 14 | AMJB | JPMORGAN CHASE FINL CO LLC | — | 92K | $3.2M | 1.67% |
| 15 | GUNR | FLEXSHARES TR | — | 51K | $2.8M | 1.49% |
Showing 1 to 15 of 527 holdings