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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+100
327
$3K ﹤0.01%
106
328
$3K ﹤0.01%
31
329
$3K ﹤0.01%
100
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63
331
$2K ﹤0.01%
209
-491
332
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+50
333
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41
+1
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67
335
$2K ﹤0.01%
+100
336
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337
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+51
338
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+53
341
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20
342
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+50
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+50
345
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110
+2
346
$2K ﹤0.01%
+30
347
$2K ﹤0.01%
145
+42
348
$2K ﹤0.01%
8
349
$2K ﹤0.01%
+50
350
$2K ﹤0.01%
+5
12 13
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