SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
1-Year Return
19.3%
This Quarter Return
-16.3%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
+$5.03M
(+1.8%)
Cap. Flow
+$51M
Cap. Flow
% of AUM
18.17%
Top 10 Holdings %
Top 10 Hldgs %
39.7%
Holding
845
New
94
Increased
213
Reduced
124
Closed
59
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$19.7M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$7.48M |
| 3 |
Twilio
TWLO
|
$6.66M |
| 4 |
Okta
OKTA
|
$6.58M |
| 5 |
PayPal
PYPL
|
$2.96M |
Top Sells
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Consumer Discretionary | 9.04% |
| 3 | Communication Services | 5.89% |
| 4 | Financials | 5.68% |
| 5 | Healthcare | 5.33% |
