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
+$9.45M
2
+$7.25M
3
+$6.07M
4
VEEV icon
Veeva Systems
VEEV
+$5.02M
5
V icon
Visa
V
+$4.44M

Top Sells

1
+$1.09M
2
+$577K
3
+$546K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
MSFT icon
Microsoft
MSFT
+$345K

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%
300
457
$18K 0.01%
200
458
$18K 0.01%
+559
459
$18K 0.01%
37
460
$18K 0.01%
373
461
$17K 0.01%
+160
462
$17K 0.01%
70
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463
$17K 0.01%
+447
464
$17K 0.01%
300
465
$17K 0.01%
300
466
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+1,000
467
$17K 0.01%
1,000
468
$17K 0.01%
61
469
$17K 0.01%
443
470
$17K 0.01%
320
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471
$17K 0.01%
300
472
$17K 0.01%
150
473
$17K 0.01%
800
474
$17K 0.01%
160
475
$17K 0.01%
115
17 18
19
20 21