SWM

Selective Wealth Management Portfolio holdings

AUM $311M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$660K
3
+$353K
4
TFC icon
Truist Financial
TFC
+$350K
5
CVX icon
Chevron
CVX
+$241K

Top Sells

1
+$16.9M
2
+$16.9M
3
+$9.58M
4
META icon
Meta Platforms (Facebook)
META
+$8.02M
5
CTSH icon
Cognizant
CTSH
+$6.17M

Sector Composition

1 Technology 24.43%
2 Financials 19.62%
3 Consumer Discretionary 15.42%
4 Energy 9.3%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
226
227
$13K 0.01%
667
+14
228
$13K 0.01%
100
229
$13K 0.01%
220
230
$13K 0.01%
+100
231
$12K 0.01%
+245
232
$12K 0.01%
300
233
$12K 0.01%
200
234
$12K 0.01%
+615
235
$12K 0.01%
400
236
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+200
237
$12K 0.01%
150
238
$12K 0.01%
500
239
$12K 0.01%
56
240
$11K 0.01%
50
-43,549
241
$11K 0.01%
403
242
$11K 0.01%
32
243
$11K 0.01%
1,410
244
$11K 0.01%
102
245
$11K 0.01%
42
246
$11K 0.01%
462
247
$11K 0.01%
+83
248
$11K 0.01%
1,176
249
$10K 0.01%
+294
250
$10K 0.01%
28
8 9
10
11 12