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

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
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%
185
-233
306
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226
307
$14K 0.01%
100
308
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+1,000
309
$14K 0.01%
600
+300
310
$13K 0.01%
286
311
$13K 0.01%
+345
312
$13K 0.01%
199
-100
313
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102
+2
314
$13K 0.01%
+64
315
$13K 0.01%
56
316
$12K 0.01%
35
+7
317
$12K 0.01%
245
318
$12K 0.01%
258
319
$12K 0.01%
200
320
$12K 0.01%
+200
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
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14 15