SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$5.05M
3
+$4.21M
4
DOCU
DocuSign
DOCU
+$3.99M
5
BIDU icon
Baidu
BIDU
+$525K

Top Sells

1
+$1.42M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$464K
5
ARCC icon
Ares Capital
ARCC
+$422K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.05%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K 0.01%
+37
227
$5K 0.01%
+252
228
$5K 0.01%
+31
229
$5K 0.01%
+67
230
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+38
231
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232
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+39
233
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234
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235
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236
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237
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238
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239
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240
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241
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+54
242
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+350
243
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+275
244
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+295
245
$4K 0.01%
+48
246
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247
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248
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+267
249
$4K 0.01%
+80
250
$4K 0.01%
+360
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