We are live on ! Find out more
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
$127M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$910K
3
+$364K
4
AAPL icon
Apple
AAPL
+$273K
5
SO icon
Southern Company
SO
+$214K

Top Sells

1
+$664K
2
+$201K
3
+$88.7K
4
OHI icon
Omega Healthcare
OHI
+$87.5K
5
ARCC icon
Ares Capital
ARCC
+$78.6K

Sector Composition

1 Technology 25.28%
2 Communication Services 21.72%
3 Financials 17.71%
4 Consumer Discretionary 12.54%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-41
327
– –
-205
328
– –
-180
329
– –
-207
330
– –
-77
331
– –
-31
332
– –
-138
333
– –
-27
334
– –
-56
335
– –
-128
336
– –
-270
337
– –
-186
338
– –
-1,600
339
– –
-82
340
– –
-139
341
– –
-292
342
– –
-74
343
– –
-173
344
– –
-49
345
– –
-91
346
– –
-494
347
– –
-490
348
$0 ﹤0.01%
3
349
– –
-200
350
– –
-39
12 13
14
15 16