SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
1-Year Return
19.3%
This Quarter Return
+4.19%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
-$44M
(-19%)
Cap. Flow
-$62.8M
Cap. Flow
% of AUM
-33.15%
Top 10 Holdings %
Top 10 Hldgs %
50.82%
Holding
794
New
3
Increased
32
Reduced
86
Closed
666
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$9.84M |
| 2 |
WisdomTree Cloud Computing Fund
WCLD
|
+$6.7M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.24M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.46M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.09M |
Top Sells
| 1 |
JFrog
FROG
|
+$12.3M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.69M |
| 3 |
ZEN
ZENDESK INC
ZEN
|
+$4.48M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$3.93M |
| 5 |
Alibaba
BABA
|
+$3.66M |
Sector Composition
| 1 | Technology | 24.26% |
| 2 | Consumer Discretionary | 8.43% |
| 3 | Communication Services | 4.75% |
| 4 | Financials | 4.74% |
| 5 | Healthcare | 3.78% |
