Holdings of Smallwood Wealth Investment Management, LLC
463 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 62 % of the equity sleeve
Sector breakdown
- Technology 11.5 %
- Financials 4.7 %
- Consumer staples 3.5 %
- Communication 2.8 %
- Health care 1.7 %
- Industrials 1.4 %
- Energy 1.4 %
- Consumer discretionary 1.2 %
- Funds 1.0 %
- Utilities 0.6 %
- Materials 0.1 %
- Unattributed 70.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- GB 0.0 %
- TW 0.0 %
- FI 0.0 %
- ID 0.0 %
- FR 0.0 %
- BE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 454 | 178.5M $ | 99.97 % |
| 2 | GB | 4 | 38.2K $ | 0.02 % |
| 3 | TW | 1 | 16.9K $ | 0.01 % |
| 4 | FI | 1 | 2.2K $ | 0.00 % |
| 5 | ID | 1 | 373 $ | 0.00 % |
| 6 | FR | 1 | 192 $ | 0.00 % |
| 7 | BE | 1 | 20 $ | 0.00 % |