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
$199M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.79M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.07M

Top Sells

1
+$849K
2
+$744K
3
+$644K
4
DOCU icon
DocuSign
DOCU
+$636K
5
CRM icon
Salesforce
CRM
+$625K

Sector Composition

1 Technology 22.53%
2 Communication Services 4.43%
3 Consumer Discretionary 3.76%
4 Financials 3.62%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.69%
13,820
-1,277
27
$1.28M 0.64%
17,993
-812
28
$1.14M 0.58%
19,584
-2,089
29
$1.07M 0.54%
+19,483
30
$1.06M 0.54%
6,620
-1,370
31
$1.05M 0.53%
4,983
32
$938K 0.47%
4,118
-282
33
$810K 0.41%
2,163
-107
34
$805K 0.41%
37,391
-17,158
35
$798K 0.4%
65,556
-4,099
36
$760K 0.38%
5,254
+167
37
$717K 0.36%
1,551
38
$602K 0.3%
24,666
-5,595
39
$592K 0.3%
15,102
+6
40
$586K 0.3%
17,351
+334
41
$581K 0.29%
3,565
-320
42
$564K 0.28%
10,465
-2,900
43
$549K 0.28%
3,462
+314
44
$516K 0.26%
9,816
-147
45
$511K 0.26%
2,979
-454
46
$508K 0.26%
4,098
+2
47
$508K 0.26%
+8,912
48
$503K 0.25%
4,283
-360
49
$460K 0.23%
709
-18
50
$449K 0.23%
2,562
-86
1
2
3 4