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

Top Buys

1
+$2.1M
2
+$1.32M
3
+$1.09M
4
LOW icon
Lowe's Companies
LOW
+$952K
5
DUK icon
Duke Energy
DUK
+$820K

Top Sells

1
+$564K
2
+$351K
3
+$155K
4
BP icon
BP
BP
+$75.4K
5
OHI icon
Omega Healthcare
OHI
+$56.1K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.69%
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%
112
277
$6K ﹤0.01%
137
+43
278
$6K ﹤0.01%
29
279
$6K ﹤0.01%
475
280
$6K ﹤0.01%
100
281
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+84
282
$6K ﹤0.01%
113
283
$6K ﹤0.01%
17
284
$6K ﹤0.01%
+168
285
$6K ﹤0.01%
359
286
$5K ﹤0.01%
+200
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+60
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+50
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100
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804
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$5K ﹤0.01%
200
292
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100
293
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+101
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$5K ﹤0.01%
+200
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$5K ﹤0.01%
142
+31
296
$5K ﹤0.01%
111
297
$5K ﹤0.01%
450
298
$5K ﹤0.01%
+100
299
$4K ﹤0.01%
126
+2
300
$4K ﹤0.01%
200
10 11
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