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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.09M
3
+$8.54M
4
INTC icon
Intel
INTC
+$8.17M
5
CRM icon
Salesforce
CRM
+$6.97M

Top Sells

1
+$3.14M
2
+$2.31M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$1.17M

Sector Composition

1 Technology 29.84%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.04%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$34K 0.02%
274
+225
302
$34K 0.02%
+1,600
303
$34K 0.02%
+300
304
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+100
305
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306
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981
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307
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+800
308
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5,100
309
$34K 0.02%
190
310
$33K 0.02%
+1,500
311
$33K 0.02%
+370
312
$33K 0.02%
450
313
$32K 0.02%
400
314
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315
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400
316
$32K 0.02%
2,139
317
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190
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318
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600
319
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1,000
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320
$31K 0.02%
275
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322
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345
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323
$30K 0.02%
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$30K 0.02%
150
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325
$29K 0.02%
568
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11 12
13
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