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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.32M
3
+$1.09M
4
LOW icon
Lowe's Companies
LOW
+$952K
5
DUK icon
Duke Energy
DUK
+$820K

Top Sells

1
+$564K
2
+$351K
3
+$155K
4
BP icon
BP
BP
+$75.4K
5
OHI icon
Omega Healthcare
OHI
+$56.1K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.69%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+5
352
$2K ﹤0.01%
100
353
$1K ﹤0.01%
40
354
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+40
355
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+2
356
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+39
357
$1K ﹤0.01%
4
358
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4
359
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+78
361
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17
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+5
365
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10
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100
367
$0 ﹤0.01%
+6
368
– –
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369
$0 ﹤0.01%
3
370
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371
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372
$0 ﹤0.01%
+4
373
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374
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2
375
– –
-200
12 13 14
15
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