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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.41M
3
+$3.56M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.34M
5
JPM icon
JPMorgan Chase
JPM
+$2.65M

Top Sells

1
+$409K
2
+$109K
3
+$101K
4
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$89K
5
ETR icon
Entergy
ETR
+$46K

Sector Composition

1 Technology 25.71%
2 Communication Services 21.52%
3 Financials 19.26%
4 Consumer Discretionary 10%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
50
327
$4K ﹤0.01%
46
328
$4K ﹤0.01%
111
329
$4K ﹤0.01%
115
330
$4K ﹤0.01%
252
331
$4K ﹤0.01%
31
332
$4K ﹤0.01%
+200
333
$4K ﹤0.01%
38
334
$3K ﹤0.01%
39
335
$3K ﹤0.01%
+100
336
$3K ﹤0.01%
+50
337
$3K ﹤0.01%
8
338
$3K ﹤0.01%
71
339
$3K ﹤0.01%
207
340
$3K ﹤0.01%
138
341
$3K ﹤0.01%
128
342
$3K ﹤0.01%
59
343
$3K ﹤0.01%
277
344
$3K ﹤0.01%
49
345
$3K ﹤0.01%
50
346
$3K ﹤0.01%
295
347
$3K ﹤0.01%
24
348
$3K ﹤0.01%
43
349
$3K ﹤0.01%
29
350
$3K ﹤0.01%
+100
12 13
14
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