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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.34M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$677K

Top Sells

1
+$4.73M
2
+$2.96M
3
+$2.85M
4
HPQ icon
HP
HPQ
+$1.31M
5
MFC icon
Manulife Financial
MFC
+$1.06M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.9%
3 Financials 11.29%
4 Energy 6.42%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K 0.01%
443
302
$15K 0.01%
+150
303
$15K 0.01%
114
304
$14K 0.01%
+20
305
$14K 0.01%
442
-557
306
$14K 0.01%
100
307
$14K 0.01%
226
308
$14K 0.01%
+1,000
309
$14K 0.01%
600
+300
310
$13K 0.01%
286
311
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+345
312
$13K 0.01%
199
-100
313
$13K 0.01%
102
+2
314
$13K 0.01%
+64
315
$13K 0.01%
56
316
$12K 0.01%
200
317
$12K 0.01%
+200
318
$12K 0.01%
35
+7
319
$12K 0.01%
245
320
$12K 0.01%
258
321
$12K 0.01%
1,410
322
$12K 0.01%
102
323
$12K 0.01%
50
+8
324
$12K 0.01%
200
325
$12K 0.01%
83
11 12
13
14 15