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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
$121M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.41M
3
+$3.56M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.34M
5
JPM icon
JPMorgan Chase
JPM
+$2.65M

Top Sells

1
+$409K
2
+$109K
3
+$101K
4
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$89K
5
ETR icon
Entergy
ETR
+$46K

Sector Composition

1 Technology 25.71%
2 Communication Services 21.52%
3 Financials 19.26%
4 Consumer Discretionary 10%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
91
302
$5K ﹤0.01%
54
303
$5K ﹤0.01%
39
304
$5K ﹤0.01%
181
305
$5K ﹤0.01%
+35
306
$5K ﹤0.01%
+91
307
$5K ﹤0.01%
160
308
$5K ﹤0.01%
425
309
$5K ﹤0.01%
45
310
$5K ﹤0.01%
85
311
$5K ﹤0.01%
37
312
$4K ﹤0.01%
+45
313
$4K ﹤0.01%
15
314
$4K ﹤0.01%
291
315
$4K ﹤0.01%
88
316
$4K ﹤0.01%
240
-400
317
$4K ﹤0.01%
77
318
$4K ﹤0.01%
56
319
$4K ﹤0.01%
+100
320
$4K ﹤0.01%
128
321
$4K ﹤0.01%
350
322
$4K ﹤0.01%
62
323
$4K ﹤0.01%
+75
324
$4K ﹤0.01%
86
325
$4K ﹤0.01%
+200
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