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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
475
277
$6K ﹤0.01%
100
278
$6K ﹤0.01%
+84
279
$6K ﹤0.01%
113
280
$6K ﹤0.01%
17
281
$6K ﹤0.01%
+168
282
$6K ﹤0.01%
359
283
$6K ﹤0.01%
539
284
$6K ﹤0.01%
112
285
$6K ﹤0.01%
137
+43
286
$5K ﹤0.01%
+50
287
$5K ﹤0.01%
100
288
$5K ﹤0.01%
804
289
$5K ﹤0.01%
+200
290
$5K ﹤0.01%
+60
291
$5K ﹤0.01%
200
292
$5K ﹤0.01%
100
293
$5K ﹤0.01%
+101
294
$5K ﹤0.01%
+200
295
$5K ﹤0.01%
450
296
$5K ﹤0.01%
+100
297
$5K ﹤0.01%
142
+31
298
$5K ﹤0.01%
111
299
$4K ﹤0.01%
65
+15
300
$4K ﹤0.01%
+111
10 11
12
13 14