SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
1-Year Return
19.3%
This Quarter Return
+16.34%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$27.4M
(+21%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
63.93%
Holding
387
New
73
Increased
110
Reduced
21
Closed
8
Top Buys
| 1 |
Amcor
AMCR
|
$2.17M |
| 2 |
Exxon Mobil
XOM
|
$1.45M |
| 3 |
IBM
IBM
|
$1.13M |
| 4 |
Lowe's Companies
LOW
|
$941K |
| 5 |
Duke Energy
DUK
|
$812K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$656K |
| 2 |
GE Aerospace
GE
|
$422K |
| 3 |
DocuSign
DOCU
|
$155K |
| 4 |
BP
BP
|
$82.7K |
| 5 |
Omega Healthcare
OHI
|
$59.9K |
Sector Composition
| 1 | Communication Services | 22.53% |
| 2 | Technology | 22.29% |
| 3 | Financials | 20.68% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Energy | 4.99% |
