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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.66%
45,297
-23,531
27
$1.22M 0.64%
20,717
-122
28
$1.18M 0.62%
101,600
-60,010
29
$1.15M 0.61%
5,690
-5,860
30
$1.08M 0.57%
6,600
+2,640
31
$935K 0.5%
+37,998
32
$894K 0.47%
16,547
+228
33
$777K 0.41%
14,800
-180
34
$777K 0.41%
3,965
+285
35
$770K 0.41%
11,304
-12,671
36
$729K 0.39%
1,693
-77
37
$694K 0.37%
21,020
+13,620
38
$656K 0.35%
6,750
-1,150
39
$643K 0.34%
2,187
+315
40
$597K 0.32%
3,280
-1,940
41
$546K 0.29%
5,590
-3,732
42
$539K 0.29%
+19,337
43
$511K 0.27%
3,820
+480
44
$492K 0.26%
5,498
+5,200
45
$472K 0.25%
1,051
+469
46
$468K 0.25%
4,025
+1,725
47
$459K 0.24%
3,065
+415
48
$439K 0.23%
2,594
+10
49
$415K 0.22%
2,065
+564
50
$401K 0.21%
3,600
+2,400
1
2
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