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Home > Institutional Investor > Smallwood Wealth Investment Management, Llc > Profile

Instuitional Investor - Smallwood Wealth Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Smallwood Wealth Investment Management, Llc
Portfolio Value $146,608,753
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 352,983 $45,400,729 30.96%
2.
Apple Inc.
 AAPL 44,640 $11,178,709 7.62%
3.
Vanguard Index Fds
 26,334 $7,632,001 5.2%
4.
Vanguard Index Fds
 42,669 $6,902,499 4.7%
5.
Intercontinentalexchange Inc
 ICE 38,504 $5,737,481 3.91%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)