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
$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 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
41
452
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50
453
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+4
454
$2K ﹤0.01%
100
455
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80
456
$2K ﹤0.01%
+63
457
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+4
458
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20
459
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+50
460
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177
461
$2K ﹤0.01%
+300
462
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33
463
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464
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63
465
$2K ﹤0.01%
+13
466
$1K ﹤0.01%
40
467
$1K ﹤0.01%
+20
468
$1K ﹤0.01%
+4
469
$1K ﹤0.01%
+120
470
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4
-25
471
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+27
472
$1K ﹤0.01%
+33
473
$1K ﹤0.01%
+14
474
$1K ﹤0.01%
6
475
$1K ﹤0.01%
+42
17 18
19
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