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
$110M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$660K
3
+$353K
4
TFC icon
Truist Financial
TFC
+$350K
5
CVX icon
Chevron
CVX
+$241K

Top Sells

1
+$16.9M
2
+$16.9M
3
+$9.58M
4
META icon
Meta Platforms (Facebook)
META
+$8.02M
5
CTSH icon
Cognizant
CTSH
+$6.17M

Sector Composition

1 Technology 24.43%
2 Financials 19.63%
3 Consumer Discretionary 15.42%
4 Energy 9.3%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
200
-200
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+100
278
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22
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$8K 0.01%
+636
280
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41
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100
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100
+83
283
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25
284
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700
285
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54
287
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359
288
$7K 0.01%
+100
289
$6K 0.01%
539
290
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+15
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292
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50
293
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$6K 0.01%
475
295
$6K 0.01%
804
296
$6K 0.01%
100
297
$6K 0.01%
78
+25
298
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+555
299
$6K 0.01%
16
300
$6K 0.01%
200
10 11
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