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
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.71M
3
+$3.97M
4
Z icon
Zillow
Z
+$3.81M
5
BIDU icon
Baidu
BIDU
+$502K

Top Sells

1
+$1.5M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$498K
5
ARCC icon
Ares Capital
ARCC
+$424K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.04%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
+50
302
$2K ﹤0.01%
+15
303
$2K ﹤0.01%
+49
304
$2K ﹤0.01%
+74
305
$2K ﹤0.01%
+19
306
$2K ﹤0.01%
+8
307
$2K ﹤0.01%
+39
308
$2K ﹤0.01%
+33
309
$2K ﹤0.01%
+145
310
$2K ﹤0.01%
+15
311
$2K ﹤0.01%
+3
312
$1K ﹤0.01%
+20
313
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315
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316
$1K ﹤0.01%
+99
317
$1K ﹤0.01%
+20
318
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$1K ﹤0.01%
+100
320
$1K ﹤0.01%
+17
321
$1K ﹤0.01%
+100
322
$1K ﹤0.01%
+240
323
$1K ﹤0.01%
+2
324
$1K ﹤0.01%
+4
325
$1K ﹤0.01%
+80
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