SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
This Quarter Return
-2.74%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$55.8M
AUM Growth
+$55.8M
(-33%)
Cap. Flow
-$25.3M
Cap. Flow
% of AUM
-45.27%
Top 10 Holdings %
Top 10 Hldgs %
81.81%
Holding
48
New
21
Increased
14
Reduced
–
Closed
8
Top Buys
| 1 |
Baidu
BIDU
|
$2.05M |
| 2 |
Cognizant
CTSH
|
$1.92M |
| 3 |
Markel Group
MKL
|
$1.39M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$964K |
Top Sells
| 1 |
DocuSign
DOCU
|
$8.87M |
| 2 |
PVTL
Pivotal Software, Inc.
PVTL
|
$7.3M |
| 3 |
KLA
KLAC
|
$4.54M |
| 4 |
Zillow
Z
|
$4.44M |
| 5 |
Lam Research
LRCX
|
$4.3M |
Sector Composition
| 1 | Communication Services | 33.52% |
| 2 | Financials | 19.63% |
| 3 | Consumer Discretionary | 17.35% |
| 4 | Technology | 9.52% |
| 5 | Real Estate | 1.71% |
