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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 $158,812,767
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 363,558 $44,357,780 27.93%
2.
Apple Inc.
 AAPL 45,251 $10,051,714 6.33%
3.
Vanguard Index Fds
 43,933 $7,053,045 4.44%
4.
Vanguard Index Fds
 25,638 $7,046,484 4.44%
5.
Intercontinentalexchange Inc
 ICE 34,639 $5,975,227 3.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)