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
$82.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$8.87M
3 +$8.64M
4
OZK icon
Bank OZK
OZK
+$8.45M
5
PVTL
Pivotal Software, Inc.
PVTL
+$7.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 43.39%
2 Communication Services 30.28%
3 Consumer Discretionary 12.56%
4 Financials 10.65%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$59K 0.07%
+12,483