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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.58%
2,379
-30
27
$860K 0.56%
15,690
+665
28
$825K 0.53%
14,045
+3,665
29
$766K 0.49%
3,680
30
$716K 0.46%
14,933
+1,800
31
$487K 0.31%
3,423
+34
32
$470K 0.3%
1,872
33
$404K 0.26%
7,502
-7,836
34
$385K 0.25%
1,228
35
$374K 0.24%
10,170
+1,137
36
$372K 0.24%
9,599
+1,066
37
$311K 0.2%
1,772
+3
38
$297K 0.19%
39,539
+5,904
39
$293K 0.19%
9,444
+3,774
40
$282K 0.18%
3,254
+8
41
$280K 0.18%
2,039
+14
42
$274K 0.18%
1,650
+850
43
$270K 0.17%
3,971
+22
44
$267K 0.17%
3,549
+207
45
$267K 0.17%
9,500
+5,000
46
$262K 0.17%
4,996
+1,940
47
$262K 0.17%
5,250
48
$261K 0.17%
8,640
+453
49
$260K 0.17%
1,838
+47
50
$246K 0.16%
1,020
+1
1
2
3 4 5