SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
1-Year Return
19.3%
This Quarter Return
-4.85%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$63.2M
(+50%)
Cap. Flow
+$73.8M
Cap. Flow
% of AUM
39.09%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
627
New
119
Increased
162
Reduced
66
Closed
27
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$8.57M |
| 2 |
Alibaba
BABA
|
$8.48M |
| 3 |
Intel
INTC
|
$8.03M |
| 4 |
DocuSign
DOCU
|
$7.63M |
| 5 |
Salesforce
CRM
|
$7.44M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$3.24M |
| 2 |
IBM
IBM
|
$2.3M |
| 3 |
PepsiCo
PEP
|
$1.55M |
| 4 |
JPMorgan Chase
JPM
|
$1.29M |
| 5 |
Lowe's Companies
LOW
|
$1.19M |
Sector Composition
| 1 | Technology | 29.85% |
| 2 | Consumer Discretionary | 16.83% |
| 3 | Communication Services | 9.85% |
| 4 | Financials | 6.03% |
| 5 | Healthcare | 5.45% |
