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

Top Buys

1
+$10.4M
2
+$9.09M
3
+$8.54M
4
INTC icon
Intel
INTC
+$8.17M
5
CRM icon
Salesforce
CRM
+$6.97M

Top Sells

1
+$3.14M
2
+$2.31M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$1.17M

Sector Composition

1 Technology 29.84%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.04%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
100
527
$3K ﹤0.01%
75
528
$3K ﹤0.01%
128
+2
529
$3K ﹤0.01%
15
530
$3K ﹤0.01%
225
531
$3K ﹤0.01%
+999
532
$3K ﹤0.01%
27
533
$2K ﹤0.01%
41
534
$2K ﹤0.01%
12
535
$2K ﹤0.01%
50
536
$2K ﹤0.01%
500
-400
537
$2K ﹤0.01%
+100
538
$2K ﹤0.01%
4
539
$2K ﹤0.01%
80
540
$2K ﹤0.01%
63
541
$2K ﹤0.01%
22
542
$2K ﹤0.01%
+700
543
$2K ﹤0.01%
4
544
$2K ﹤0.01%
177
545
$2K ﹤0.01%
300
546
$2K ﹤0.01%
33
547
$2K ﹤0.01%
176
-1,000
548
$2K ﹤0.01%
600
549
$2K ﹤0.01%
13
550
$2K ﹤0.01%
433
20 21
22
23 24