StockDriftsStockDriftsTop 50 Smallwood Wealth Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 25.71% | 342.5K | $48.8M | -0.94%(-3.24K) | $104.06(+55.66%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.15% | 45.9K | $11.7M | -0.99%(-459) | $162.68(+83.72%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.11% | 30.2K | $9.7M | +0.34%(+102) | $233.57(+56.14%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 4.32% | 44.4K | $8.2M | -0.36%(-159) | $145.82(+31.64%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 3.33% | 115.8K | $6.3M | -0.67%(-785) | $29.06(+133.43%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3% | 89.2K | $5.7M | +7.71%(+6.38K) | $62.37(+8.65%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.91% | 130.0K | $5.5M | +4.79%(+5.94K) | $25.89(+84.64%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.9% | 111.1K | $5.5M | +19.03%(+17.77K) | $49.41(+0.42%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.83% | 34.1K | $5.4M | -1.12%(-386) | $125.79(+23.06%) | 2026-03-31 | |
| DWM | WISDOMTREE TR | 2.12% | 57.6K | $4.0M | +0.39%(+226) | $53.11(+39.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.36% | +45.69% |
| Top 20 Holdings Unweighted | +11.67% | +39.27% |
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