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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
$121M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$6.47M
2 +$5.41M
3 +$3.56M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.34M
5
JPM icon
JPMorgan Chase
JPM
+$2.65M

Top Sells

1 +$409K
2 +$109K
3 +$101K
4
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$89K
5
ETR icon
Entergy
ETR
+$46K

Sector Composition

1 Technology 25.71%
2 Communication Services 21.52%
3 Financials 19.26%
4 Consumer Discretionary 10%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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194
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161
+112
278
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270
279
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82
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29
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475
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+164
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+2
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289
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$5K ﹤0.01%
260
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$5K ﹤0.01%
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300
$5K ﹤0.01%
+50