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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.09M
3
+$8.54M
4
INTC icon
Intel
INTC
+$8.17M
5
CRM icon
Salesforce
CRM
+$6.97M

Top Sells

1
+$3.14M
2
+$2.31M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$1.17M

Sector Composition

1 Technology 29.84%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.04%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$29K 0.02%
+2,600
327
$29K 0.02%
930
-64
328
$29K 0.02%
+1,018
329
$28K 0.01%
1,000
330
$28K 0.01%
300
331
$28K 0.01%
300
332
$28K 0.01%
+522
333
$28K 0.01%
430
334
$28K 0.01%
+2,730
335
$28K 0.01%
500
336
$27K 0.01%
116
337
$27K 0.01%
+200
338
$25K 0.01%
+200
339
$25K 0.01%
+200
340
$25K 0.01%
+400
341
$25K 0.01%
130
342
$25K 0.01%
+1,000
343
$24K 0.01%
+200
344
$24K 0.01%
+95
345
$24K 0.01%
+1,327
346
$24K 0.01%
100
347
$24K 0.01%
148
348
$23K 0.01%
334
349
$23K 0.01%
300
-25
350
$22K 0.01%
166
12 13
14
15 16