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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.34M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$677K

Top Sells

1
+$4.73M
2
+$2.96M
3
+$2.85M
4
HPQ icon
HP
HPQ
+$1.31M
5
MFC icon
Manulife Financial
MFC
+$1.06M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.9%
3 Financials 11.29%
4 Energy 6.42%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K 0.02%
+232
277
$20K 0.02%
194
278
$20K 0.02%
+150
279
$20K 0.02%
1,402
-373
280
$20K 0.02%
373
281
$19K 0.02%
+300
282
$19K 0.02%
61
283
$19K 0.02%
965
284
$19K 0.02%
227
285
$19K 0.02%
100
286
$19K 0.02%
151
+100
287
$19K 0.02%
+100
288
$18K 0.01%
+150
289
$18K 0.01%
37
290
$17K 0.01%
+70
291
$17K 0.01%
450
292
$17K 0.01%
+25
293
$17K 0.01%
234
294
$17K 0.01%
57
295
$16K 0.01%
65
+13
296
$16K 0.01%
320
297
$16K 0.01%
200
298
$16K 0.01%
+300
299
$16K 0.01%
350
300
$15K 0.01%
177
10 11
12
13 14