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
$57M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Sells

1 +$6.7M
2 +$5.88M
3 +$2.29M
4
OZK icon
Bank OZK
OZK
+$984K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$155K

Sector Composition

1 Communication Services 34.74%
2 Technology 20.99%
3 Consumer Discretionary 15.85%
4 Financials 13.27%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$3K ﹤0.01%
10
252
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124
+2
253
$3K ﹤0.01%
+100
254
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180
255
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+85
256
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111
257
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252
258
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31
259
$3K ﹤0.01%
67
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55
261
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111
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100
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10
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+400
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272
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108
+2
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$2K ﹤0.01%
19
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$2K ﹤0.01%
116