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
$121M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.41M
3
+$3.56M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.34M
5
JPM icon
JPMorgan Chase
JPM
+$2.65M

Top Sells

1
+$409K
2
+$109K
3
+$101K
4
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$89K
5
ETR icon
Entergy
ETR
+$46K

Sector Composition

1 Technology 25.71%
2 Communication Services 21.52%
3 Financials 19.26%
4 Consumer Discretionary 10%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
194
252
$8K 0.01%
28
253
$8K 0.01%
52
254
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1,410
255
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398
256
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500
257
$7K 0.01%
25
258
$7K 0.01%
275
259
$7K 0.01%
117
260
$7K 0.01%
140
261
$7K 0.01%
1,035
262
$7K 0.01%
494
263
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71
264
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+175
265
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403
266
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267
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180
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268
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22
269
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270
$7K 0.01%
21
271
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272
$7K 0.01%
44
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273
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250
274
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50
275
$6K 0.01%
54
9 10
11
12 13