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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.9%
3 Financials 11.29%
4 Energy 6.42%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.02%
148
+97
252
$28K 0.02%
+300
253
$27K 0.02%
116
-50
254
$27K 0.02%
+298
255
$26K 0.02%
200
256
$26K 0.02%
+600
257
$26K 0.02%
+750
258
$25K 0.02%
2,997
259
$25K 0.02%
1,214
260
$24K 0.02%
386
-200
261
$24K 0.02%
+100
262
$23K 0.02%
274
263
$23K 0.02%
+80
264
$23K 0.02%
100
+8
265
$23K 0.02%
+245
266
$23K 0.02%
3,350
-77
267
$23K 0.02%
334
268
$23K 0.02%
250
269
$22K 0.02%
+701
270
$22K 0.02%
166
+1
271
$22K 0.02%
200
272
$21K 0.02%
+500
273
$21K 0.02%
+400
274
$21K 0.02%
+232
275
$21K 0.02%
+300
9 10
11
12 13