SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
This Quarter Return
+7.05%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+5.6%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
67.41%
Holding
434
New
11
Increased
42
Reduced
65
Closed
120
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.43M |
| 2 |
Apple
AAPL
|
$902K |
| 3 |
Exxon Mobil
XOM
|
$764K |
| 4 |
IBM
IBM
|
$359K |
| 5 |
Southern Company
SO
|
$217K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$680K |
| 2 |
DuPont de Nemours
DD
|
$200K |
| 3 |
Suburban Propane Partners
SPH
|
$105K |
| 4 |
Omega Healthcare
OHI
|
$83.9K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$78.7K |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Communication Services | 21.72% |
| 3 | Financials | 17.7% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Industrials | 4.6% |
