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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$59K 0.02%
900
277
$59K 0.02%
500
278
$59K 0.02%
393
+339
279
$58K 0.02%
1,000
280
$58K 0.02%
+442
281
$57K 0.02%
2,000
+1,700
282
$56K 0.02%
1,600
283
$56K 0.02%
400
284
$56K 0.02%
300
285
$56K 0.02%
+650
286
$56K 0.02%
568
287
$55K 0.02%
585
288
$53K 0.02%
+3,400
289
$53K 0.02%
836
290
$53K 0.02%
523
291
$53K 0.02%
219
292
$53K 0.02%
+2,000
293
$53K 0.02%
752
+2
294
$52K 0.02%
+2,019
295
$52K 0.02%
+4,513
296
$52K 0.02%
+400
297
$51K 0.02%
762
+62
298
$50K 0.02%
316
299
$50K 0.02%
3,133
300
$50K 0.02%
+1,031
10 11
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