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
+$4.95M
2
+$4.71M
3
+$3.97M
4
Z icon
Zillow
Z
+$3.81M
5
BIDU icon
Baidu
BIDU
+$502K

Top Sells

1
+$1.5M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$498K
5
ARCC icon
Ares Capital
ARCC
+$424K

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%
+56
252
$4K 0.01%
+54
253
$4K 0.01%
+360
254
$4K 0.01%
+300
255
$4K 0.01%
+105
256
$3K ﹤0.01%
+71
257
$3K ﹤0.01%
+500
258
$3K ﹤0.01%
+158
259
$3K ﹤0.01%
+18
260
$3K ﹤0.01%
+98
261
$3K ﹤0.01%
+59
262
$3K ﹤0.01%
+49
263
$3K ﹤0.01%
+100
264
$3K ﹤0.01%
+146
265
$3K ﹤0.01%
+50
266
$3K ﹤0.01%
+23
267
$3K ﹤0.01%
+115
268
$3K ﹤0.01%
+166
269
$3K ﹤0.01%
+125
270
$3K ﹤0.01%
+122
271
$3K ﹤0.01%
+476
272
$3K ﹤0.01%
+49
273
$3K ﹤0.01%
+128
274
$3K ﹤0.01%
+46
275
$3K ﹤0.01%
+425
9 10
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