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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
75
527
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128
+2
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15
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530
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+999
531
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532
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533
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541
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542
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-1,000
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549
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41
550
$2K ﹤0.01%
12
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