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
$245M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Sells

1 +$627K
2 +$330K
3 +$252K
4
MRK icon
Merck
MRK
+$153K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145K

Sector Composition

1 Technology 37.62%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Healthcare 4.73%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K ﹤0.01%
+200
502
$9K ﹤0.01%
100
503
$8K ﹤0.01%
162
504
$8K ﹤0.01%
150
505
$8K ﹤0.01%
+250
506
$8K ﹤0.01%
1,500
507
$8K ﹤0.01%
101
508
$8K ﹤0.01%
100
509
$8K ﹤0.01%
16
510
$8K ﹤0.01%
54
511
$8K ﹤0.01%
700
512
$7K ﹤0.01%
101
+1
513
$7K ﹤0.01%
+126
514
$7K ﹤0.01%
+300
515
$7K ﹤0.01%
50
516
$7K ﹤0.01%
100
517
$7K ﹤0.01%
210
518
$7K ﹤0.01%
111
+78
519
$7K ﹤0.01%
314
-45
520
$7K ﹤0.01%
50
521
$7K ﹤0.01%
250
522
$7K ﹤0.01%
50
523
$7K ﹤0.01%
137
524
$7K ﹤0.01%
475
525
$7K ﹤0.01%
333
-299