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
$121M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.4M
3
+$4.47M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.28M
5
OZK icon
Bank OZK
OZK
+$2.72M

Top Sells

1
+$445K
2
+$109K
3
+$108K
4
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$89K
5
ETR icon
Entergy
ETR
+$46K

Sector Composition

1 Technology 25.71%
2 Communication Services 21.52%
3 Financials 19.26%
4 Consumer Discretionary 10%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+40
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43
+23
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219
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20
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+100
382
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383
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384
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398
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39
399
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400
$1K ﹤0.01%
4
14 15
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17 18