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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44K 0.02%
+213
327
$44K 0.02%
382
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328
$43K 0.02%
2,000
329
$43K 0.02%
104
330
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4,249
331
$43K 0.02%
+3,000
332
$42K 0.02%
171
+130
333
$42K 0.02%
+771
334
$42K 0.02%
200
335
$41K 0.01%
192
336
$41K 0.01%
+2,000
337
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897
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338
$41K 0.01%
650
339
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1,000
340
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700
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341
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342
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343
$39K 0.01%
1,885
344
$39K 0.01%
600
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345
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346
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347
$38K 0.01%
710
348
$38K 0.01%
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349
$38K 0.01%
2,124
350
$37K 0.01%
500
12 13
14
15 16