SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$3.34M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$677K

Top Sells

1
+$4.73M
2
+$2.96M
3
+$2.85M
4
HPQ icon
HP
HPQ
+$1.31M
5
MFC icon
Manulife Financial
MFC
+$1.06M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.9%
3 Financials 11.29%
4 Energy 6.42%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
100
477
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+15
478
$1K ﹤0.01%
400
479
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40
480
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+20
481
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+4
482
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+120
483
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4
-25
484
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485
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486
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+14
487
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6
488
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+42
489
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200
490
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4
491
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70
-170
492
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78
-528
493
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+34
494
$1K ﹤0.01%
+400
495
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496
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500
– –
-100
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