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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19K 0.01%
1,500
452
$19K 0.01%
250
453
$19K 0.01%
+97
454
$19K 0.01%
1,706
+1,700
455
$19K 0.01%
+235
456
$18K 0.01%
200
457
$18K 0.01%
+559
458
$18K 0.01%
37
459
$18K 0.01%
300
460
$18K 0.01%
373
461
$17K 0.01%
+160
462
$17K 0.01%
70
-750
463
$17K 0.01%
+447
464
$17K 0.01%
300
465
$17K 0.01%
300
466
$17K 0.01%
+1,000
467
$17K 0.01%
61
468
$17K 0.01%
443
469
$17K 0.01%
320
-160
470
$17K 0.01%
300
471
$17K 0.01%
150
472
$17K 0.01%
800
473
$17K 0.01%
115
474
$17K 0.01%
200
475
$17K 0.01%
710
17 18
19
20 21