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
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

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
526
$11K ﹤0.01%
22
527
$11K ﹤0.01%
+51
528
$11K ﹤0.01%
+1,000
529
$11K ﹤0.01%
200
530
$11K ﹤0.01%
1,176
+176
531
$10K ﹤0.01%
96
-702
532
$10K ﹤0.01%
322
533
$10K ﹤0.01%
700
534
$10K ﹤0.01%
150
535
$10K ﹤0.01%
+900
536
$10K ﹤0.01%
200
537
$10K ﹤0.01%
+100
538
$10K ﹤0.01%
400
539
$9K ﹤0.01%
+206
540
$9K ﹤0.01%
91
+59
541
$9K ﹤0.01%
254
+70
542
$9K ﹤0.01%
532
543
$9K ﹤0.01%
25
544
$9K ﹤0.01%
64
545
$9K ﹤0.01%
864
-198
546
$9K ﹤0.01%
200
547
$9K ﹤0.01%
312
-2
548
$9K ﹤0.01%
209
549
$8K ﹤0.01%
50
550
$8K ﹤0.01%
100
20 21
22
23 24