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
$127M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$764K
3
+$359K
4
AAPL icon
Apple
AAPL
+$290K
5
SO icon
Southern Company
SO
+$217K

Top Sells

1
+$680K
2
+$200K
3
+$105K
4
OHI icon
Omega Healthcare
OHI
+$83.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$78.7K

Sector Composition

1 Technology 25.28%
2 Communication Services 21.72%
3 Financials 17.7%
4 Consumer Discretionary 12.54%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$182K 0.14%
850
-60
52
$181K 0.14%
2,933
-350
53
$167K 0.13%
3,863
-1,021
54
$165K 0.13%
33,635
55
$164K 0.13%
768
+50
56
$162K 0.13%
5,000
57
$158K 0.12%
5,670
-2,364
58
$157K 0.12%
1,050
-59
59
$155K 0.12%
722
60
$148K 0.12%
4,946
-2,803
61
$146K 0.11%
1,091
62
$145K 0.11%
3,050
+1,000
63
$144K 0.11%
5,990
+10
64
$141K 0.11%
3,056
65
$136K 0.11%
3,328
-753
66
$129K 0.1%
4,500
-180
67
$119K 0.09%
6,804
68
$116K 0.09%
839
-135
69
$112K 0.09%
1,414
+262
70
$110K 0.09%
2,187
71
$110K 0.09%
500
72
$108K 0.08%
6,877
73
$108K 0.08%
1,856
-705
74
$104K 0.08%
1,246
75
$103K 0.08%
800
1 2
3
4 5