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
+$9.45M
2
+$7.25M
3
+$6.07M
4
VEEV icon
Veeva Systems
VEEV
+$5.02M
5
V icon
Visa
V
+$4.44M

Top Sells

1
+$1.09M
2
+$577K
3
+$546K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
MSFT icon
Microsoft
MSFT
+$345K

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
626
$3K ﹤0.01%
18
627
$3K ﹤0.01%
42
628
$3K ﹤0.01%
+152
629
$3K ﹤0.01%
50
630
$3K ﹤0.01%
+95
631
$3K ﹤0.01%
+100
632
$3K ﹤0.01%
36
+30
633
$3K ﹤0.01%
33
+16
634
$3K ﹤0.01%
40
635
$3K ﹤0.01%
5
636
$3K ﹤0.01%
36
637
$3K ﹤0.01%
34
-223
638
$3K ﹤0.01%
46
-337
639
$3K ﹤0.01%
70
640
$3K ﹤0.01%
51
641
$3K ﹤0.01%
100
642
$3K ﹤0.01%
75
643
$3K ﹤0.01%
128
644
$3K ﹤0.01%
300
645
$3K ﹤0.01%
+7
646
$3K ﹤0.01%
150
647
$3K ﹤0.01%
100
648
$3K ﹤0.01%
600
649
$2K ﹤0.01%
12
650
$2K ﹤0.01%
27
24 25
26
27 28