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
$110M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$660K
3
+$353K
4
TFC icon
Truist Financial
TFC
+$350K
5
CVX icon
Chevron
CVX
+$241K

Top Sells

1
+$16.9M
2
+$16.9M
3
+$9.58M
4
META icon
Meta Platforms (Facebook)
META
+$8.02M
5
CTSH icon
Cognizant
CTSH
+$6.17M

Sector Composition

1 Technology 24.43%
2 Financials 19.62%
3 Consumer Discretionary 15.42%
4 Energy 9.3%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
100
352
$3K ﹤0.01%
100
353
$2K ﹤0.01%
41
354
$2K ﹤0.01%
100
355
$2K ﹤0.01%
50
-1
356
$2K ﹤0.01%
80
357
$2K ﹤0.01%
20
358
$2K ﹤0.01%
+25
359
$2K ﹤0.01%
+50
360
$2K ﹤0.01%
+100
361
$2K ﹤0.01%
177
362
$2K ﹤0.01%
+50
363
$2K ﹤0.01%
+62
364
$2K ﹤0.01%
110
365
$2K ﹤0.01%
33
-166
366
$2K ﹤0.01%
8
367
$2K ﹤0.01%
+100
368
$1K ﹤0.01%
40
369
$1K ﹤0.01%
4
370
$1K ﹤0.01%
+24
371
$1K ﹤0.01%
6
+4
372
$1K ﹤0.01%
+200
373
$1K ﹤0.01%
4
-20
374
$1K ﹤0.01%
18
-95
375
$1K ﹤0.01%
4
13 14
15
16 17