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
$127M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$764K
3 +$359K
4
AAPL icon
Apple
AAPL
+$290K
5
SO icon
Southern Company
SO
+$217K

Top Sells

1 +$680K
2 +$200K
3 +$105K
4
OHI icon
Omega Healthcare
OHI
+$83.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$78.7K

Sector Composition

1 Technology 25.28%
2 Communication Services 21.72%
3 Financials 17.7%
4 Consumer Discretionary 12.54%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
1
427
-18
428
-4
429
$0 ﹤0.01%
140
430
-47
431
-38
432
-194
433
-8
434
-570