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

Top Buys

1
+$5.1M
2
+$5.05M
3
+$4.21M
4
DOCU
DocuSign
DOCU
+$3.99M
5
BIDU icon
Baidu
BIDU
+$525K

Top Sells

1
+$1.42M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$464K
5
ARCC icon
Ares Capital
ARCC
+$422K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.05%
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%
+14
281
$2K ﹤0.01%
+500
282
$2K ﹤0.01%
+450
283
$2K ﹤0.01%
+3
284
$2K ﹤0.01%
+15
285
$2K ﹤0.01%
+145
286
$2K ﹤0.01%
+33
287
$2K ﹤0.01%
+39
288
$2K ﹤0.01%
+8
289
$2K ﹤0.01%
+19
290
$2K ﹤0.01%
+74
291
$2K ﹤0.01%
+49
292
$2K ﹤0.01%
+15
293
$2K ﹤0.01%
+50
294
$2K ﹤0.01%
+62
295
$2K ﹤0.01%
+375
296
$2K ﹤0.01%
+29
297
$2K ﹤0.01%
+267
298
$2K ﹤0.01%
+9
299
$2K ﹤0.01%
+60
300
$2K ﹤0.01%
+55
10 11
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