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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.84%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.04%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
+160
377
$17K 0.01%
+530
378
$17K 0.01%
+100
379
$17K 0.01%
234
380
$17K 0.01%
+335
381
$17K 0.01%
300
-4,320
382
$17K 0.01%
+400
383
$17K 0.01%
450
384
$16K 0.01%
653
+250
385
$16K 0.01%
150
386
$16K 0.01%
2,403
-947
387
$15K 0.01%
20
388
$15K 0.01%
100
-100
389
$15K 0.01%
320
390
$15K 0.01%
1,000
391
$15K 0.01%
117
+93
392
$15K 0.01%
114
393
$15K 0.01%
380
-400
394
$15K 0.01%
+500
395
$15K 0.01%
500
396
$15K 0.01%
1,108
-294
397
$14K 0.01%
226
398
$14K 0.01%
177
399
$14K 0.01%
345
400
$14K 0.01%
300
14 15
16
17 18