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
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

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%
+1,600
302
$34K 0.02%
274
+225
303
$34K 0.02%
+800
304
$34K 0.02%
5,100
305
$34K 0.02%
+300
306
$34K 0.02%
+100
307
$34K 0.02%
+950
308
$34K 0.02%
981
+280
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%
190
-110
314
$32K 0.02%
600
315
$32K 0.02%
1,000
+800
316
$32K 0.02%
400
317
$32K 0.02%
1,500
318
$32K 0.02%
400
319
$32K 0.02%
2,139
320
$31K 0.02%
275
-48
321
$31K 0.02%
345
+100
322
$31K 0.02%
+200
323
$30K 0.02%
704
324
$30K 0.02%
150
+50
325
$29K 0.02%
568
-147
11 12
13
14 15