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

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

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%
140
327
$11K 0.01%
403
328
$11K 0.01%
+400
329
$11K 0.01%
700
330
$11K 0.01%
22
331
$11K 0.01%
462
332
$11K 0.01%
210
+175
333
$11K 0.01%
115
+65
334
$11K 0.01%
150
335
$11K 0.01%
500
336
$11K 0.01%
+200
337
$11K 0.01%
+200
338
$11K 0.01%
1,176
339
$11K 0.01%
264
340
$11K 0.01%
+300
341
$11K 0.01%
+125
342
$11K 0.01%
300
343
$10K 0.01%
227
344
$10K 0.01%
50
345
$10K 0.01%
294
346
$10K 0.01%
194
+100
347
$10K 0.01%
247
-637
348
$10K 0.01%
160
349
$10K 0.01%
155
350
$10K 0.01%
400
12 13
14
15 16