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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$811K 0.65%
14,980
-20
27
$809K 0.64%
3,680
28
$761K 0.61%
1,770
-398
29
$681K 0.54%
3,960
+3,200
30
$545K 0.43%
3,282
+1,617
31
$535K 0.43%
1,872
32
$531K 0.42%
4,620
+4,320
33
$476K 0.38%
2,711
+2,401
34
$466K 0.37%
6,941
-1,350
35
$450K 0.36%
11,498
-1,393
36
$449K 0.36%
2,584
-351
37
$444K 0.35%
9,314
+1,150
38
$408K 0.33%
3,340
+2,200
39
$399K 0.32%
+2,650
40
$367K 0.29%
39,070
41
$318K 0.25%
7,181
-1,794
42
$306K 0.24%
4,620
+4,320
43
$301K 0.24%
+1,501
44
$299K 0.24%
1,126
45
$297K 0.24%
1,804
+217
46
$296K 0.24%
927
+670
47
$294K 0.23%
1,350
+300
48
$294K 0.23%
3,942
-40
49
$287K 0.23%
5,120
-130
50
$283K 0.23%
4,970
-26
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2
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