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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$4.93M
3
+$3.27M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.96M
5
GTLB icon
GitLab
GTLB
+$2.79M

Top Sells

1
+$5.94M
2
+$1.99M
3
+$1.51M
4
INTC icon
Intel
INTC
+$759K
5
META icon
Meta Platforms (Facebook)
META
+$456K

Sector Composition

1 Technology 11.65%
2 Communication Services 3.74%
3 Financials 1.91%
4 Healthcare 0.92%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$43.4B
$2.02M 0.6%
73,712
DFAU icon
27
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$1.98M 0.59%
+40,416
NOW icon
28
ServiceNow
NOW
$107B
$1.8M 0.53%
20,304
-1,627
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$128B
$1.71M 0.51%
57,656
+43,396
ESGV icon
30
Vanguard ESG US Stock ETF
ESGV
$13.3B
$1.69M 0.5%
13,594
+96
DFIC icon
31
Dimensional International Core Equity 2 ETF
DFIC
$14.3B
$1.68M 0.5%
45,989
+34,607
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$45.2B
$1.58M 0.47%
20,237
-2,222
XLK icon
33
State Street Technology Select Sector SPDR ETF
XLK
$125B
$1.51M 0.45%
9,476
-1,726
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.5T
$1.5M 0.44%
4,290
-66
AMZN icon
35
Amazon
AMZN
$2.65T
$1.44M 0.43%
5,478
-211
SOXX icon
36
iShares Semiconductor ETF
SOXX
$45.6B
$1.35M 0.4%
3,001
-269
VXF icon
37
Vanguard Extended Market ETF
VXF
$30.7B
$1.3M 0.38%
5,837
-1,223
VTV icon
38
Vanguard Value ETF
VTV
$184B
$1.29M 0.38%
6,331
+53
DFCF icon
39
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$1.28M 0.38%
+30,359
XOM icon
40
Exxon Mobil
XOM
$584B
$1.14M 0.34%
7,366
-43
DFGX icon
41
Dimensional International Core Fixed Income ETF
DFGX
$1.6B
$1.05M 0.31%
+19,981
IWR icon
42
iShares Russell Mid-Cap ETF
IWR
$56.1B
$938K 0.28%
9,158
VGT icon
43
Vanguard Information Technology ETF
VGT
$147B
$935K 0.28%
72,496
+60,968
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.07T
$898K 0.27%
1,888
-58
DIA icon
45
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$877K 0.26%
1,796
-394
AVDV icon
46
Avantis International Small Cap Value ETF
AVDV
$20B
$864K 0.26%
8,337
+390
DFEM icon
47
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
$814K 0.24%
+21,370
SPYD icon
48
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.44B
$775K 0.23%
16,739
-37
WMT icon
49
Walmart Inc
WMT
$961B
$768K 0.23%
6,002
-488
DFAS icon
50
Dimensional US Small Cap ETF
DFAS
$14.9B
$764K 0.23%
+10,061
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