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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
350
302
$4K ﹤0.01%
+53
303
$4K ﹤0.01%
100
304
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312
+18
305
$4K ﹤0.01%
48
+24
306
$4K ﹤0.01%
+53
307
$4K ﹤0.01%
240
+4
308
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126
+2
309
$4K ﹤0.01%
425
310
$4K ﹤0.01%
252
311
$4K ﹤0.01%
200
312
$3K ﹤0.01%
145
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39
314
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500
315
$3K ﹤0.01%
62
+12
316
$3K ﹤0.01%
100
317
$3K ﹤0.01%
59
318
$3K ﹤0.01%
24
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$3K ﹤0.01%
43
320
$3K ﹤0.01%
+80
321
$3K ﹤0.01%
800
322
$3K ﹤0.01%
+50
323
$3K ﹤0.01%
100
324
$3K ﹤0.01%
160
325
$3K ﹤0.01%
+100
11 12
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