SWM

Selective Wealth Management Portfolio holdings

AUM $311M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.71M
3
+$3.97M
4
Z icon
Zillow
Z
+$3.81M
5
BIDU icon
Baidu
BIDU
+$502K

Top Sells

1
+$1.5M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$498K
5
ARCC icon
Ares Capital
ARCC
+$424K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.04%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.15%
+1,246
52
$97K 0.13%
+1,120
53
$97K 0.13%
+3,867
54
$96K 0.13%
+2,134
55
$96K 0.13%
+854
56
$95K 0.13%
+1,779
57
$90K 0.12%
+700
58
$90K 0.12%
+964
59
$83K 0.11%
+1,026
60
$80K 0.11%
+3,181
61
$75K 0.1%
929
-3,509
62
$74K 0.1%
+933
63
$74K 0.1%
+1,082
64
$73K 0.1%
+1,101
65
$68K 0.09%
12,483
66
$68K 0.09%
+602
67
$65K 0.09%
+2,308
68
$61K 0.08%
+5,124
69
$58K 0.08%
+984
70
$58K 0.08%
+5,544
71
$57K 0.08%
+1,000
72
$57K 0.08%
+1,399
73
$57K 0.08%
+495
74
$56K 0.08%
+678
75
$54K 0.07%
+455
1 2
3
4 5