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
576
$1K ﹤0.01%
33
577
$1K ﹤0.01%
14
578
$1K ﹤0.01%
6
579
$1K ﹤0.01%
42
580
$1K ﹤0.01%
11
581
$1K ﹤0.01%
200
582
$1K ﹤0.01%
4
583
$1K ﹤0.01%
7
584
$1K ﹤0.01%
100
585
– –
-90
586
– –
-200
587
$0 ﹤0.01%
1
588
– –
-600
589
– –
0
590
$0 ﹤0.01%
2
591
$0 ﹤0.01%
19
592
$0 ﹤0.01%
5
593
– –
-539
594
– –
-86
595
– –
-25
596
– –
-67
597
– –
-442
598
– –
-200
599
– –
-25
600
$0 ﹤0.01%
3
22 23
24
25 26