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
$200M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$11.3M
3
+$7.87M
4
BABA icon
Alibaba
BABA
+$7.8M
5
CRM icon
Salesforce
CRM
+$7.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 5.92%
3 Communication Services 4.58%
4 Healthcare 3.92%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.61%
+3,325
27
$1.15M 0.57%
+4,999
28
$1.09M 0.54%
+80,343
29
$1.06M 0.53%
+7,996
30
$1.02M 0.51%
+4,630
31
$1M 0.5%
+4,580
32
$937K 0.47%
+15,017
33
$795K 0.4%
+15,115
34
$793K 0.4%
+17,925
35
$760K 0.38%
+31,941
36
$751K 0.37%
+5,904
37
$733K 0.37%
+2,158
38
$678K 0.34%
+1,551
39
$665K 0.33%
+10,651
40
$657K 0.33%
+17,675
41
$649K 0.32%
+29,190
42
$596K 0.3%
+26,348
43
$582K 0.29%
+4,807
44
$581K 0.29%
+2,154
45
$557K 0.28%
+3,835
46
$534K 0.27%
+2,672
47
$528K 0.26%
+10,218
48
$522K 0.26%
+3,906
49
$522K 0.26%
+4,614
50
$516K 0.26%
+23,398
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