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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$7.25M
3
+$6.07M
4
VEEV icon
Veeva Systems
VEEV
+$5.02M
5
V icon
Visa
V
+$4.44M

Top Sells

1
+$1.09M
2
+$577K
3
+$546K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
MSFT icon
Microsoft
MSFT
+$345K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$33K 0.01%
575
+125
377
$33K 0.01%
268
+101
378
$33K 0.01%
+116
379
$33K 0.01%
+700
380
$32K 0.01%
1,500
381
$32K 0.01%
+124
382
$32K 0.01%
378
-825
383
$31K 0.01%
130
384
$31K 0.01%
400
385
$31K 0.01%
2,100
+1,100
386
$31K 0.01%
+2,500
387
$31K 0.01%
850
+150
388
$31K 0.01%
150
389
$31K 0.01%
200
390
$29K 0.01%
+2,000
391
$29K 0.01%
300
392
$29K 0.01%
430
393
$29K 0.01%
200
394
$29K 0.01%
150
-370
395
$29K 0.01%
300
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396
$29K 0.01%
150
397
$29K 0.01%
150
398
$28K 0.01%
704
399
$28K 0.01%
+452
400
$28K 0.01%
200
14 15
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