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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69K 0.04%
575
227
$69K 0.04%
900
+450
228
$68K 0.04%
2,724
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229
$67K 0.04%
300
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230
$66K 0.04%
206
231
$66K 0.04%
400
232
$65K 0.03%
1,215
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233
$64K 0.03%
1,900
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234
$63K 0.03%
5,544
235
$62K 0.03%
+1,859
236
$61K 0.03%
1,000
237
$60K 0.03%
300
238
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239
$56K 0.03%
316
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240
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585
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241
$55K 0.03%
500
242
$54K 0.03%
450
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243
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244
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245
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240
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246
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247
$51K 0.03%
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248
$51K 0.03%
523
249
$51K 0.03%
900
250
$51K 0.03%
219
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10
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