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

Top Buys

1
+$9.45M
2
+$7.25M
3
+$6.07M
4
VEEV icon
Veeva Systems
VEEV
+$5.02M
5
V icon
Visa
V
+$4.44M

Top Sells

1
+$1.09M
2
+$577K
3
+$546K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
MSFT icon
Microsoft
MSFT
+$345K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44K 0.02%
1,000
327
$44K 0.02%
+213
328
$43K 0.02%
4,249
329
$43K 0.02%
2,000
330
$43K 0.02%
104
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
$41K 0.01%
897
+597
338
$41K 0.01%
650
339
$41K 0.01%
1,000
340
$41K 0.01%
700
-1,650
341
$40K 0.01%
1,500
342
$40K 0.01%
1,000
343
$39K 0.01%
1,885
344
$39K 0.01%
600
-3,050
345
$39K 0.01%
+627
346
$39K 0.01%
+2,200
347
$38K 0.01%
710
348
$38K 0.01%
674
+174
349
$38K 0.01%
2,124
350
$37K 0.01%
500
12 13
14
15 16