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
+$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 19.05%
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%
+15
302
$2K ﹤0.01%
+145
303
$2K ﹤0.01%
+33
304
$2K ﹤0.01%
+39
305
$2K ﹤0.01%
+49
306
$2K ﹤0.01%
+15
307
$2K ﹤0.01%
+50
308
$2K ﹤0.01%
+62
309
$2K ﹤0.01%
+11
310
$2K ﹤0.01%
+42
311
$2K ﹤0.01%
+450
312
$1K ﹤0.01%
+100
313
$1K ﹤0.01%
+240
314
$1K ﹤0.01%
+2
315
$1K ﹤0.01%
+4
316
$1K ﹤0.01%
+80
317
$1K ﹤0.01%
+250
318
$1K ﹤0.01%
+20
319
$1K ﹤0.01%
+20
320
$1K ﹤0.01%
+4
321
$1K ﹤0.01%
+9
322
$1K ﹤0.01%
+3
323
$1K ﹤0.01%
+17
324
$1K ﹤0.01%
+100
325
$1K ﹤0.01%
+31
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