We are live on ! Find out more
SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
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
676
$1K ﹤0.01%
14
677
$1K ﹤0.01%
20
678
$1K ﹤0.01%
25
-156
679
$1K ﹤0.01%
266
680
$1K ﹤0.01%
80
681
$1K ﹤0.01%
42
682
$1K ﹤0.01%
11
683
$1K ﹤0.01%
63
684
$1K ﹤0.01%
200
685
$1K ﹤0.01%
10
+4
686
$1K ﹤0.01%
4
687
$1K ﹤0.01%
18
688
$1K ﹤0.01%
4
689
$1K ﹤0.01%
20
690
$1K ﹤0.01%
+123
691
$1K ﹤0.01%
31
692
$1K ﹤0.01%
16
-84
693
$1K ﹤0.01%
78
694
$1K ﹤0.01%
20
695
$1K ﹤0.01%
+11
696
$1K ﹤0.01%
10
697
$1K ﹤0.01%
+49
698
$1K ﹤0.01%
13
699
$1K ﹤0.01%
15
700
$1K ﹤0.01%
1
26 27
28
29 30