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
$230M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.04M
3
+$1.91M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.81M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M

Top Sells

1
+$4.02M
2
+$497K
3
+$381K
4
META icon
Meta Platforms (Facebook)
META
+$326K
5
CRM icon
Salesforce
CRM
+$280K

Sector Composition

1 Technology 18.85%
2 Communication Services 5.49%
3 Financials 3.34%
4 Consumer Discretionary 3.05%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.66%
+4,572
27
$1.49M 0.65%
+74,859
28
$1.4M 0.61%
17,649
-344
29
$1.24M 0.54%
18,854
-730
30
$1.19M 0.52%
6,420
-200
31
$1.18M 0.51%
4,983
32
$1.14M 0.5%
+5,566
33
$1.12M 0.49%
11,291
-2,529
34
$1.03M 0.45%
17,349
+8,437
35
$979K 0.43%
4,018
-100
36
$977K 0.42%
5,254
37
$917K 0.4%
+5,773
38
$851K 0.37%
9,335
+4,389
39
$832K 0.36%
2,164
+1
40
$798K 0.35%
1,553
+2
41
$778K 0.34%
8,940
+50
42
$773K 0.34%
35,522
-1,869
43
$762K 0.33%
+9,299
44
$726K 0.32%
18,379
+3,277
45
$678K 0.29%
4,003
+541
46
$660K 0.29%
+3,719
47
$653K 0.28%
63,186
-2,370
48
$652K 0.28%
7,256
+3,499
49
$635K 0.28%
24,108
-558
50
$632K 0.27%
3,065
-500
1
2
3 4 5