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
$246M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$793K
3
+$512K
4
AHR icon
American Healthcare REIT
AHR
+$359K
5
DE icon
Deere & Co
DE
+$201K

Top Sells

1
+$2.83M
2
+$950K
3
+$549K
4
CRM icon
Salesforce
CRM
+$476K
5
TWLO icon
Twilio
TWLO
+$462K

Sector Composition

1 Technology 16.69%
2 Communication Services 4.84%
3 Financials 3.31%
4 Healthcare 2.13%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.53%
6,013
+128
27
$1.27M 0.52%
5,067
28
$1.26M 0.51%
65,743
-5,070
29
$1.26M 0.51%
5,541
30
$1.2M 0.49%
13,799
-1,925
31
$1.14M 0.46%
19,529
+1,444
32
$1.13M 0.46%
13,873
-34,651
33
$1.08M 0.44%
5,634
+178
34
$1.07M 0.44%
6,290
+341
35
$1.07M 0.43%
8,084
-205
36
$1.05M 0.43%
4,819
-121
37
$965K 0.39%
9,281
+338
38
$945K 0.38%
2,223
+58
39
$936K 0.38%
2,080
-52
40
$933K 0.38%
10,277
+713
41
$898K 0.36%
8,909
-4
42
$834K 0.34%
1,368
-184
43
$817K 0.33%
9,158
-113
44
$792K 0.32%
18,415
-589
45
$744K 0.3%
2,788
-82
46
$703K 0.29%
3,599
-221
47
$685K 0.28%
7,036
+27
48
$673K 0.27%
21,709
+395
49
$633K 0.26%
3,337
+100
50
$630K 0.26%
13,770
-1,365
1
2
3 4 5