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
$227M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$379K
3
+$358K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$325K
5
TSLA icon
Tesla
TSLA
+$277K

Top Sells

1
+$4.37M
2
+$766K
3
+$734K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$614K
5
BABA icon
Alibaba
BABA
+$409K

Sector Composition

1 Technology 16%
2 Communication Services 5.38%
3 Financials 3.31%
4 Consumer Discretionary 3.03%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.65%
4,975
-38
27
$1.35M 0.59%
16,344
-1,305
28
$1.31M 0.58%
5,576
+10
29
$1.26M 0.56%
9,604
+664
30
$1.13M 0.5%
6,400
-20
31
$1.07M 0.47%
4,958
-25
32
$1.05M 0.46%
17,074
-275
33
$1.02M 0.45%
5,126
-128
34
$1M 0.44%
16,992
-1,862
35
$959K 0.42%
3,969
-49
36
$955K 0.42%
5,949
+176
37
$929K 0.41%
1,553
38
$895K 0.39%
2,179
+791
39
$885K 0.39%
8,911
-2,380
40
$879K 0.39%
8,897
-438
41
$851K 0.37%
2,165
+1
42
$764K 0.34%
18,997
+618
43
$751K 0.33%
9,321
+22
44
$700K 0.31%
31,778
-3,744
45
$686K 0.3%
3,735
+16
46
$681K 0.3%
9,746
-275
47
$678K 0.3%
4,046
+43
48
$642K 0.28%
3,065
49
$637K 0.28%
15,374
-1,288
50
$624K 0.27%
704
-6
1
2
3 4 5