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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$69K 0.03%
2,000
252
$69K 0.03%
1,244
+575
253
$69K 0.03%
304
+150
254
$68K 0.02%
700
-750
255
$68K 0.02%
300
256
$67K 0.02%
+316
257
$67K 0.02%
1,000
258
$67K 0.02%
386
+36
259
$66K 0.02%
50
260
$66K 0.02%
800
261
$66K 0.02%
900
262
$66K 0.02%
600
263
$65K 0.02%
1,885
264
$64K 0.02%
280
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265
$64K 0.02%
942
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266
$64K 0.02%
1,196
-19
267
$63K 0.02%
+2,600
268
$63K 0.02%
+4,201
269
$63K 0.02%
300
-185
270
$62K 0.02%
+3,700
271
$62K 0.02%
600
272
$62K 0.02%
207
273
$61K 0.02%
675
274
$60K 0.02%
+4,300
275
$60K 0.02%
700
9 10
11
12 13