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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
701
$1K ﹤0.01%
6
702
$1K ﹤0.01%
400
703
$1K ﹤0.01%
34
704
$1K ﹤0.01%
616
705
$1K ﹤0.01%
13
706
$1K ﹤0.01%
400
707
$1K ﹤0.01%
+500
708
$1K ﹤0.01%
19
709
– –
-1,000
710
– –
-1,000
711
– –
-132
712
– –
-86
713
$0 ﹤0.01%
2
714
$0 ﹤0.01%
19
715
$0 ﹤0.01%
1
716
– –
-100
717
$0 ﹤0.01%
5
718
– –
-200
719
– –
-106
720
– –
-95
721
$0 ﹤0.01%
+6
722
$0 ﹤0.01%
+6
723
– –
-450
724
– –
-300
725
$0 ﹤0.01%
3
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29
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