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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51K 0.03%
400
-100
252
$50K 0.03%
+1,850
253
$50K 0.03%
3,273
-1,500
254
$49K 0.03%
930
255
$49K 0.03%
1,885
256
$49K 0.03%
568
-147
257
$48K 0.03%
+740
258
$48K 0.03%
836
-185
259
$48K 0.03%
710
260
$47K 0.02%
+1,213
261
$47K 0.02%
500
262
$47K 0.02%
+2,166
263
$47K 0.02%
+275
264
$46K 0.02%
+1,065
265
$45K 0.02%
595
266
$44K 0.02%
+2,800
267
$44K 0.02%
1,200
268
$44K 0.02%
+550
269
$44K 0.02%
665
270
$44K 0.02%
500
-31
271
$44K 0.02%
940
-464
272
$43K 0.02%
2,096
273
$43K 0.02%
1,000
+400
274
$42K 0.02%
+500
275
$42K 0.02%
+800
9 10
11
12 13