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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.6M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$75.8K
2
+$74.3K
3
+$73.8K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$66.4K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$54.7K

Top Sells

1
+$271K
2
+$240K
3
+$235K
4
DOCU
DocuSign
DOCU
+$220K
5
CLCT
Collectors Universe
CLCT
+$181K

Sector Composition

1 Communication Services 33.34%
2 Technology 19.29%
3 Financials 18.78%
4 Consumer Discretionary 14.99%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
240
277
$2K ﹤0.01%
52
-286
278
$2K ﹤0.01%
49
279
$2K ﹤0.01%
19
280
$2K ﹤0.01%
74
281
$2K ﹤0.01%
15
282
$2K ﹤0.01%
+34
283
$2K ﹤0.01%
50
284
$2K ﹤0.01%
+219
285
$2K ﹤0.01%
30
-220
286
$2K ﹤0.01%
173
-94
287
$2K ﹤0.01%
8
288
$2K ﹤0.01%
20
289
$2K ﹤0.01%
500
290
$2K ﹤0.01%
27
-21
291
$2K ﹤0.01%
9
292
$2K ﹤0.01%
60
293
$2K ﹤0.01%
56
+1
294
$2K ﹤0.01%
24
295
$2K ﹤0.01%
106
+2
296
$2K ﹤0.01%
22
297
$2K ﹤0.01%
11
298
$2K ﹤0.01%
+41
299
$2K ﹤0.01%
116
300
$2K ﹤0.01%
18
10 11
12
13 14