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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.41M
3
+$3.56M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.34M
5
JPM icon
JPMorgan Chase
JPM
+$2.65M

Top Sells

1
+$409K
2
+$109K
3
+$101K
4
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$89K
5
ETR icon
Entergy
ETR
+$46K

Sector Composition

1 Technology 25.71%
2 Communication Services 21.52%
3 Financials 19.26%
4 Consumer Discretionary 10%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
9
402
$1K ﹤0.01%
17
403
$1K ﹤0.01%
56
404
$1K ﹤0.01%
24
405
$1K ﹤0.01%
31
-338
406
$1K ﹤0.01%
125
407
$1K ﹤0.01%
11
408
$1K ﹤0.01%
10
409
$1K ﹤0.01%
103
-297
410
$1K ﹤0.01%
26
411
$1K ﹤0.01%
100
412
$1K ﹤0.01%
450
413
$1K ﹤0.01%
+100
414
$1K ﹤0.01%
116
415
$0 ﹤0.01%
+4
416
$0 ﹤0.01%
1
417
$0 ﹤0.01%
2
418
– –
-300
419
– –
0
420
– –
-984
421
$0 ﹤0.01%
3
422
– –
-3,000
423
– –
-10,162
424
– –
-2,300
425
– –
-500
14 15 16
17
18