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
$110M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$660K
3
+$353K
4
TFC icon
Truist Financial
TFC
+$350K
5
CVX icon
Chevron
CVX
+$241K

Top Sells

1
+$16.9M
2
+$16.9M
3
+$9.58M
4
META icon
Meta Platforms (Facebook)
META
+$8.02M
5
CTSH icon
Cognizant
CTSH
+$6.17M

Sector Composition

1 Technology 24.43%
2 Financials 19.62%
3 Consumer Discretionary 15.42%
4 Energy 9.3%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K 0.01%
286
252
$10K 0.01%
52
253
$10K 0.01%
+700
254
$10K 0.01%
155
255
$10K 0.01%
606
256
$10K 0.01%
741
257
$10K 0.01%
140
-110
258
$10K 0.01%
101
-20
259
$10K 0.01%
+227
260
$10K 0.01%
1,035
261
$10K 0.01%
+264
262
$10K 0.01%
1,000
263
$9K 0.01%
150
-500
264
$9K 0.01%
161
+50
265
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266
$9K 0.01%
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267
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+563
268
$9K 0.01%
123
269
$9K 0.01%
+160
270
$9K 0.01%
51
271
$9K 0.01%
275
272
$9K 0.01%
502
+250
273
$9K 0.01%
118
274
$9K 0.01%
+163
275
$8K 0.01%
100
-2
9 10
11
12 13