SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
This Quarter Return
+23.18%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.8M
AUM Growth
–
Cap. Flow
+$82.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.22%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$10.4M |
| 2 |
DocuSign
DOCU
|
$8.87M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$8.64M |
| 4 |
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% |