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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$3.51M
3
+$2.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$917K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K

Top Sells

1
+$1.14M
2
+$795K
3
+$557K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$461K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K

Sector Composition

1 Technology 12.19%
2 Communication Services 4.3%
3 Financials 2.66%
4 Healthcare 2.11%
5 Consumer Discretionary 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.58%
23,055
-1,358
27
$1.71M 0.55%
14,576
+72
28
$1.66M 0.53%
13,955
-1,030
29
$1.58M 0.51%
11,082
30
$1.5M 0.48%
7,148
+736
31
$1.36M 0.44%
4,623
-515
32
$1.27M 0.41%
5,733
+772
33
$1.18M 0.38%
10,319
-824
34
$1.17M 0.38%
6,269
+3,653
35
$1.05M 0.34%
2,100
+58
36
$1.04M 0.33%
10,064
+299
37
$1.04M 0.33%
11,008
-8
38
$1.02M 0.33%
2,188
39
$988K 0.32%
4,021
+320
40
$941K 0.3%
12,618
-373
41
$885K 0.28%
9,158
42
$792K 0.26%
2,810
+512
43
$754K 0.24%
17,195
-1,145
44
$741K 0.24%
810
+168
45
$734K 0.24%
+18,997
46
$713K 0.23%
6,906
-673
47
$713K 0.23%
7,957
+1,525
48
$685K 0.22%
7,764
49
$646K 0.21%
11,172
50
$635K 0.2%
21,709
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2
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