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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.9%
3 Financials 11.29%
4 Energy 6.42%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
+9
427
$4K ﹤0.01%
+13
428
$4K ﹤0.01%
+11
429
$4K ﹤0.01%
+150
430
$3K ﹤0.01%
+24
431
$3K ﹤0.01%
86
-58
432
$3K ﹤0.01%
67
433
$3K ﹤0.01%
+25
434
$3K ﹤0.01%
181
435
$3K ﹤0.01%
+16
436
$3K ﹤0.01%
+24
437
$3K ﹤0.01%
+22
438
$3K ﹤0.01%
40
439
$3K ﹤0.01%
+5
440
$3K ﹤0.01%
+51
441
$3K ﹤0.01%
100
442
$3K ﹤0.01%
+75
443
$3K ﹤0.01%
126
444
$3K ﹤0.01%
+15
445
$3K ﹤0.01%
450
446
$3K ﹤0.01%
+27
447
$3K ﹤0.01%
433
+367
448
$3K ﹤0.01%
+600
449
$3K ﹤0.01%
+18
450
$3K ﹤0.01%
+12
16 17
18
19 20