SWM

Selective Wealth Management Portfolio holdings

AUM $311M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
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 +$6.43M
2 +$5.4M
3 +$4.47M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.28M
5
OZK icon
Bank OZK
OZK
+$2.72M

Top Sells

1 +$445K
2 +$109K
3 +$108K
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
426
-1,629
427
-250
428
$0 ﹤0.01%
29
429
$0 ﹤0.01%
5
430
-500
431
-2,300
432
-3,000
433
$0 ﹤0.01%
3
434
$0 ﹤0.01%
1
435
$0 ﹤0.01%
2
436
-300
437
0
438
-984