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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.32M
3
+$1.09M
4
LOW icon
Lowe's Companies
LOW
+$952K
5
DUK icon
Duke Energy
DUK
+$820K

Top Sells

1
+$564K
2
+$351K
3
+$155K
4
BP icon
BP
BP
+$75.4K
5
OHI icon
Omega Healthcare
OHI
+$56.1K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.69%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
150
227
$12K 0.01%
+102
228
$12K 0.01%
199
229
$12K 0.01%
+56
230
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+103
231
$11K 0.01%
50
232
$11K 0.01%
462
233
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175
234
$11K 0.01%
286
235
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300
236
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136
-95
237
$11K 0.01%
+728
238
$11K 0.01%
+121
239
$11K 0.01%
+203
240
$10K 0.01%
1,000
241
$10K 0.01%
500
242
$10K 0.01%
95
+50
243
$10K 0.01%
28
244
$10K 0.01%
1,000
245
$10K 0.01%
52
246
$10K 0.01%
1,410
247
$10K 0.01%
+49
248
$10K 0.01%
+102
249
$10K 0.01%
400
250
$10K 0.01%
1,176
8 9
10
11 12