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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.09M
3
+$8.54M
4
INTC icon
Intel
INTC
+$8.17M
5
CRM icon
Salesforce
CRM
+$6.97M

Top Sells

1
+$3.14M
2
+$2.31M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$1.17M

Sector Composition

1 Technology 29.84%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.04%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K 0.01%
300
427
$11K 0.01%
300
+200
428
$11K 0.01%
115
429
$11K 0.01%
64
430
$11K 0.01%
264
431
$10K 0.01%
400
432
$10K 0.01%
247
433
$10K 0.01%
700
434
$10K 0.01%
160
435
$10K 0.01%
155
436
$10K 0.01%
741
437
$10K 0.01%
+400
438
$10K 0.01%
227
439
$10K 0.01%
+147
440
$10K 0.01%
300
441
$9K ﹤0.01%
359
442
$9K ﹤0.01%
170
443
$9K ﹤0.01%
163
444
$9K ﹤0.01%
41
445
$9K ﹤0.01%
209
446
$9K ﹤0.01%
42
447
$9K ﹤0.01%
+400
448
$9K ﹤0.01%
50
449
$9K ﹤0.01%
532
450
$9K ﹤0.01%
100
16 17
18
19 20