This chart displays the top 10 holdings in Smallwood Wealth Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

The assets under management (AUM) of Smallwood Wealth Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 146.609M in assets, with a quarterly growth rate of 4.58% and a 2-quarter average growth rate of 6.43%. The portfolio is managed by John L. Smallwood, and others.