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
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

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
401
$28K 0.01%
200
402
$28K 0.01%
2,139
403
$28K 0.01%
600
-2,100
404
$28K 0.01%
118
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405
$27K 0.01%
103
-205
406
$27K 0.01%
600
407
$27K 0.01%
200
-250
408
$27K 0.01%
220
+133
409
$26K 0.01%
568
410
$26K 0.01%
+700
411
$26K 0.01%
1,000
412
$26K 0.01%
200
-200
413
$26K 0.01%
100
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414
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500
415
$25K 0.01%
209
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416
$25K 0.01%
301
417
$24K 0.01%
300
418
$24K 0.01%
1,826
419
$24K 0.01%
150
420
$24K 0.01%
899
421
$23K 0.01%
600
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422
$23K 0.01%
300
423
$23K 0.01%
3,299
-162
424
$23K 0.01%
232
425
$23K 0.01%
400
15 16
17
18 19