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

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
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%
+300
298
$16K 0.01%
350
299
$16K 0.01%
200
300
$15K 0.01%
177
10 11
12
13 14