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
+$9.45M
2
+$7.25M
3
+$6.07M
4
VEEV icon
Veeva Systems
VEEV
+$5.02M
5
V icon
Visa
V
+$4.44M

Top Sells

1
+$1.09M
2
+$577K
3
+$546K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
MSFT icon
Microsoft
MSFT
+$345K

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
501
$13K ﹤0.01%
+125
502
$13K ﹤0.01%
1,410
503
$13K ﹤0.01%
200
504
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150
505
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500
506
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204
+3
507
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+259
508
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170
509
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140
-300
510
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600
511
$12K ﹤0.01%
913
512
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52
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513
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+854
514
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102
515
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300
516
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154
517
$12K ﹤0.01%
+450
518
$12K ﹤0.01%
100
-45
519
$12K ﹤0.01%
+31
520
$12K ﹤0.01%
+150
521
$12K ﹤0.01%
+103
522
$12K ﹤0.01%
100
-200
523
$11K ﹤0.01%
35
524
$11K ﹤0.01%
20
525
$11K ﹤0.01%
177
19 20
21
22 23