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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.6M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$75.8K
2
+$74.3K
3
+$73.8K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$66.4K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$54.7K

Top Sells

1
+$271K
2
+$240K
3
+$235K
4
DOCU
DocuSign
DOCU
+$220K
5
CLCT
Collectors Universe
CLCT
+$181K

Sector Composition

1 Communication Services 33.34%
2 Technology 19.29%
3 Financials 18.78%
4 Consumer Discretionary 14.99%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
128
252
$3K ﹤0.01%
18
253
$3K ﹤0.01%
49
254
$3K ﹤0.01%
59
255
$3K ﹤0.01%
49
256
$3K ﹤0.01%
62
257
$3K ﹤0.01%
29
258
$3K ﹤0.01%
145
-1
259
$3K ﹤0.01%
50
260
$3K ﹤0.01%
23
261
$3K ﹤0.01%
116
+1
262
$3K ﹤0.01%
167
+1
263
$3K ﹤0.01%
125
264
$3K ﹤0.01%
19
265
$3K ﹤0.01%
122
266
$3K ﹤0.01%
195
267
$3K ﹤0.01%
46
268
$3K ﹤0.01%
180
269
$3K ﹤0.01%
42
270
$3K ﹤0.01%
+10
271
$3K ﹤0.01%
47
272
$3K ﹤0.01%
78
-445
273
$2K ﹤0.01%
145
274
$2K ﹤0.01%
39
275
$2K ﹤0.01%
8
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