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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K 0.01%
+261
377
$8K 0.01%
101
378
$8K 0.01%
16
379
$8K 0.01%
25
380
$7K 0.01%
539
381
$7K 0.01%
+200
382
$7K 0.01%
112
383
$7K 0.01%
475
384
$7K 0.01%
640
-164
385
$7K 0.01%
200
386
$7K 0.01%
+800
387
$6K ﹤0.01%
500
388
$6K ﹤0.01%
50
389
$6K ﹤0.01%
+100
390
$6K ﹤0.01%
+389
391
$6K ﹤0.01%
106
392
$6K ﹤0.01%
49
+40
393
$6K ﹤0.01%
1,500
394
$6K ﹤0.01%
200
395
$6K ﹤0.01%
100
396
$5K ﹤0.01%
100
-800
397
$5K ﹤0.01%
900
-400
398
$5K ﹤0.01%
162
+138
399
$5K ﹤0.01%
+97
400
$5K ﹤0.01%
350
14 15
16
17 18