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

Top Buys

1
+$5.1M
2
+$5.05M
3
+$4.21M
4
DOCU
DocuSign
DOCU
+$3.99M
5
BIDU icon
Baidu
BIDU
+$525K

Top Sells

1
+$1.42M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$464K
5
ARCC icon
Ares Capital
ARCC
+$422K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.05%
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%
+24
302
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+19
303
$2K ﹤0.01%
+104
304
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+22
305
$2K ﹤0.01%
+195
306
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+11
307
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+42
308
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309
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310
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+300
311
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+500
312
$1K ﹤0.01%
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315
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+240
316
$1K ﹤0.01%
+2
317
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+4
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$1K ﹤0.01%
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+250
320
$1K ﹤0.01%
+20
321
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+20
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324
$1K ﹤0.01%
+3
325
$1K ﹤0.01%
+17
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