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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.62%
5,506
-1,146
27
$1.69M 0.61%
12,400
-2,472
28
$1.61M 0.59%
22,277
-1,198
29
$1.57M 0.57%
3,484
+1,646
30
$1.53M 0.55%
42,030
-2,000
31
$1.38M 0.5%
12,100
-2,100
32
$1.34M 0.48%
32,439
-3,299
33
$1.3M 0.47%
+29,591
34
$1.27M 0.46%
53,489
-4,421
35
$1.12M 0.41%
19,724
-893
36
$1.04M 0.38%
5,165
-525
37
$1.01M 0.37%
89,000
-11,100
38
$1M 0.36%
3,680
-285
39
$980K 0.36%
54,937
-646
40
$933K 0.34%
2,056
+118
41
$910K 0.33%
5,580
-960
42
$885K 0.32%
+10,622
43
$880K 0.32%
14,196
-1,000
44
$793K 0.29%
+11,221
45
$761K 0.28%
6,290
+5,844
46
$740K 0.27%
21,050
-2,800
47
$732K 0.27%
+213,494
48
$715K 0.26%
14,039
-132
49
$680K 0.25%
12,970
+10,323
50
$678K 0.25%
1,871
-305
1
2
3 4 5