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
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.71M
3
+$3.97M
4
Z icon
Zillow
Z
+$3.81M
5
BIDU icon
Baidu
BIDU
+$502K

Top Sells

1
+$1.5M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$498K
5
ARCC icon
Ares Capital
ARCC
+$424K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.04%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+180
277
$3K ﹤0.01%
+56
278
$3K ﹤0.01%
+55
279
$3K ﹤0.01%
+47
280
$2K ﹤0.01%
+500
281
$2K ﹤0.01%
+300
282
$2K ﹤0.01%
+18
283
$2K ﹤0.01%
+116
284
$2K ﹤0.01%
+450
285
$2K ﹤0.01%
+42
286
$2K ﹤0.01%
+11
287
$2K ﹤0.01%
+195
288
$2K ﹤0.01%
+22
289
$2K ﹤0.01%
+104
290
$2K ﹤0.01%
+19
291
$2K ﹤0.01%
+24
292
$2K ﹤0.01%
+55
293
$2K ﹤0.01%
+6
294
$2K ﹤0.01%
+9
295
$2K ﹤0.01%
+500
296
$2K ﹤0.01%
+14
297
$2K ﹤0.01%
+267
298
$2K ﹤0.01%
+29
299
$2K ﹤0.01%
+375
300
$2K ﹤0.01%
+62
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