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
551
$1K ﹤0.01%
40
552
$1K ﹤0.01%
20
553
$1K ﹤0.01%
120
554
$1K ﹤0.01%
4
555
$1K ﹤0.01%
27
556
$1K ﹤0.01%
33
557
$1K ﹤0.01%
14
558
$1K ﹤0.01%
6
559
$1K ﹤0.01%
42
560
$1K ﹤0.01%
11
561
$1K ﹤0.01%
200
562
$1K ﹤0.01%
4
563
$1K ﹤0.01%
7
564
$1K ﹤0.01%
18
565
$1K ﹤0.01%
9
566
$1K ﹤0.01%
4
567
$1K ﹤0.01%
20
568
$1K ﹤0.01%
+28
569
$1K ﹤0.01%
+124
570
$1K ﹤0.01%
8
571
$1K ﹤0.01%
31
572
$1K ﹤0.01%
70
573
$1K ﹤0.01%
78
574
$1K ﹤0.01%
20
-930
575
$1K ﹤0.01%
10
21 22
23
24 25