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
$189M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.7M
3
+$2.24M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M

Top Sells

1
+$12.3M
2
+$4.69M
3
+$4.48M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.93M
5
BABA icon
Alibaba
BABA
+$3.66M

Sector Composition

1 Technology 24.26%
2 Consumer Discretionary 8.43%
3 Communication Services 4.75%
4 Financials 4.74%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-4,513
502
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503
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504
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505
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506
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508
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509
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510
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511
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512
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513
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514
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515
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517
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518
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519
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520
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522
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523
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524
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525
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-482
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