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
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.71M
3
+$3.97M
4
Z icon
Zillow
Z
+$3.81M
5
BIDU icon
Baidu
BIDU
+$502K

Top Sells

1
+$1.5M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$498K
5
ARCC icon
Ares Capital
ARCC
+$424K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.04%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$235K 0.32%
+5,140
27
$227K 0.31%
1,260
+60
28
$220K 0.3%
9,537
29
$212K 0.29%
1,269
-1,023
30
$209K 0.29%
1,747
-525
31
$202K 0.28%
+3,288
32
$194K 0.27%
4,980
-341
33
$192K 0.26%
3,436
-1,148
34
$189K 0.26%
1,187
-1,370
35
$188K 0.26%
+4,668
36
$181K 0.25%
+6,358
37
$180K 0.25%
+3,270
38
$157K 0.22%
2,957
-5,355
39
$147K 0.2%
+1,058
40
$144K 0.2%
1,115
-1,121
41
$142K 0.2%
+8,160
42
$141K 0.19%
+2,785
43
$140K 0.19%
+1,109
44
$140K 0.19%
+7,853
45
$136K 0.19%
2,706
-16,459
46
$134K 0.18%
973
-865
47
$125K 0.17%
2,122
-4,475
48
$125K 0.17%
3,662
-1,276
49
$121K 0.17%
+7,209
50
$120K 0.17%
+4,738
1
2
3 4 5