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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.03%
+450
227
$35K 0.03%
715
228
$34K 0.03%
+1,000
229
$34K 0.03%
+1,775
230
$33K 0.03%
445
231
$33K 0.03%
5,100
-6,000
232
$33K 0.03%
+600
233
$33K 0.03%
2,139
234
$32K 0.03%
100
235
$31K 0.02%
+200
236
$31K 0.02%
+400
237
$31K 0.02%
107
+25
238
$31K 0.02%
994
-36
239
$30K 0.02%
+150
240
$30K 0.02%
704
241
$30K 0.02%
780
+300
242
$30K 0.02%
325
+300
243
$30K 0.02%
+54
244
$30K 0.02%
+300
245
$29K 0.02%
508
+1
246
$29K 0.02%
430
247
$28K 0.02%
+500
248
$28K 0.02%
130
249
$28K 0.02%
+300
250
$28K 0.02%
+500
8 9
10
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