SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$5.05M
3
+$4.21M
4
DOCU
DocuSign
DOCU
+$3.99M
5
BIDU icon
Baidu
BIDU
+$525K

Top Sells

1
+$1.42M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$464K
5
ARCC icon
Ares Capital
ARCC
+$422K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.05%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K 0.01%
+300
252
$4K 0.01%
+105
253
$4K 0.01%
+260
254
$4K 0.01%
+85
255
$4K 0.01%
+111
256
$3K ﹤0.01%
+500
257
$3K ﹤0.01%
+146
258
$3K ﹤0.01%
+71
259
$3K ﹤0.01%
+158
260
$3K ﹤0.01%
+49
261
$3K ﹤0.01%
+128
262
$3K ﹤0.01%
+18
263
$3K ﹤0.01%
+98
264
$3K ﹤0.01%
+59
265
$3K ﹤0.01%
+49
266
$3K ﹤0.01%
+100
267
$3K ﹤0.01%
+50
268
$3K ﹤0.01%
+23
269
$3K ﹤0.01%
+115
270
$3K ﹤0.01%
+166
271
$3K ﹤0.01%
+125
272
$3K ﹤0.01%
+122
273
$3K ﹤0.01%
+476
274
$3K ﹤0.01%
+46
275
$3K ﹤0.01%
+425
9 10
11
12 13