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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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.34M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$677K

Top Sells

1
+$4.73M
2
+$2.96M
3
+$2.85M
4
HPQ icon
HP
HPQ
+$1.31M
5
MFC icon
Manulife Financial
MFC
+$1.06M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.9%
3 Financials 11.29%
4 Energy 6.42%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K 0.01%
245
327
$11K 0.01%
+125
328
$11K 0.01%
300
329
$11K 0.01%
403
330
$11K 0.01%
+400
331
$11K 0.01%
700
332
$11K 0.01%
22
333
$11K 0.01%
462
334
$11K 0.01%
210
+175
335
$11K 0.01%
115
+65
336
$11K 0.01%
150
337
$11K 0.01%
500
338
$11K 0.01%
+200
339
$11K 0.01%
+200
340
$11K 0.01%
1,176
341
$11K 0.01%
264
342
$11K 0.01%
+300
343
$10K 0.01%
50
344
$10K 0.01%
294
345
$10K 0.01%
194
+100
346
$10K 0.01%
247
-637
347
$10K 0.01%
160
348
$10K 0.01%
155
349
$10K 0.01%
400
350
$10K 0.01%
532
+432
12 13
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