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

Top Buys

1
+$9.45M
2
+$7.25M
3
+$6.07M
4
VEEV icon
Veeva Systems
VEEV
+$5.02M
5
V icon
Visa
V
+$4.44M

Top Sells

1
+$1.09M
2
+$577K
3
+$546K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
MSFT icon
Microsoft
MSFT
+$345K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.52%
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%
+2,000
289
$53K 0.02%
+3,400
290
$53K 0.02%
836
291
$53K 0.02%
523
292
$53K 0.02%
219
293
$53K 0.02%
752
+2
294
$52K 0.02%
+400
295
$52K 0.02%
+2,019
296
$52K 0.02%
+4,513
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
12
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