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
676
$1K ﹤0.01%
80
677
$1K ﹤0.01%
19
678
$1K ﹤0.01%
42
679
$1K ﹤0.01%
11
680
$1K ﹤0.01%
63
681
$1K ﹤0.01%
200
682
$1K ﹤0.01%
10
+4
683
$1K ﹤0.01%
4
684
$1K ﹤0.01%
18
685
$1K ﹤0.01%
4
686
$1K ﹤0.01%
20
687
$1K ﹤0.01%
+123
688
$1K ﹤0.01%
31
689
$1K ﹤0.01%
16
-84
690
$1K ﹤0.01%
78
691
$1K ﹤0.01%
20
692
$1K ﹤0.01%
+11
693
$1K ﹤0.01%
10
694
$1K ﹤0.01%
+49
695
$1K ﹤0.01%
13
696
$1K ﹤0.01%
13
697
$1K ﹤0.01%
400
698
$1K ﹤0.01%
20
699
$1K ﹤0.01%
+42
700
$1K ﹤0.01%
18
26 27
28
29 30