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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1 +$8.73M
2 +$7.72M
3 +$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1 +$1.13M
2 +$613K
3 +$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$84K 0.03%
1,350
227
$84K 0.03%
1,300
-200
228
$84K 0.03%
393
+378
229
$83K 0.03%
500
230
$83K 0.03%
+588
231
$82K 0.03%
+5,113
232
$82K 0.03%
+422
233
$81K 0.03%
649
-250
234
$81K 0.03%
650
-800
235
$80K 0.03%
3,366
+626
236
$80K 0.03%
600
237
$79K 0.03%
575
238
$78K 0.03%
950
239
$76K 0.03%
933
240
$76K 0.03%
500
241
$74K 0.03%
2,000
242
$73K 0.03%
756
+754
243
$72K 0.03%
209
244
$72K 0.03%
1,106
245
$71K 0.03%
605
-420
246
$71K 0.03%
200
247
$71K 0.03%
1,280
248
$70K 0.03%
762
+553
249
$70K 0.03%
900
250
$69K 0.03%
+1,280