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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.6M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$75.8K
2
+$74.3K
3
+$73.8K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$66.4K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$54.7K

Top Sells

1
+$271K
2
+$240K
3
+$235K
4
DOCU
DocuSign
DOCU
+$220K
5
CLCT
Collectors Universe
CLCT
+$181K

Sector Composition

1 Communication Services 33.34%
2 Technology 19.29%
3 Financials 18.78%
4 Consumer Discretionary 14.99%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
100
302
$1K ﹤0.01%
9
303
$1K ﹤0.01%
39
-59
304
$1K ﹤0.01%
80
305
$1K ﹤0.01%
20
306
$1K ﹤0.01%
4
307
$1K ﹤0.01%
9
308
$1K ﹤0.01%
3
309
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29
310
$1K ﹤0.01%
17
311
$1K ﹤0.01%
100
312
$1K ﹤0.01%
31
313
$1K ﹤0.01%
20
314
$1K ﹤0.01%
10
315
$1K ﹤0.01%
26
-30
316
$1K ﹤0.01%
100
317
$1K ﹤0.01%
450
318
$1K ﹤0.01%
4
319
$0 ﹤0.01%
5
320
$0 ﹤0.01%
1
-2
321
$0 ﹤0.01%
2
322
$0 ﹤0.01%
15
323
– –
-116
324
$0 ﹤0.01%
2
325
– –
-138
11 12
13
14 15