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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17K 0.01%
200
+50
477
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+319
478
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400
479
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480
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160
481
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345
482
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+100
483
$15K 0.01%
200
484
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100
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600
-1,250
486
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+582
487
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+428
488
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300
489
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530
490
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100
491
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492
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493
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102
494
$14K 0.01%
600
495
$14K 0.01%
300
496
$13K ﹤0.01%
653
497
$13K ﹤0.01%
+232
498
$13K ﹤0.01%
+275
499
$13K ﹤0.01%
200
500
$13K ﹤0.01%
132
+32
18 19
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