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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 0.16%
1,544
+255
52
$236K 0.15%
1,018
+250
53
$228K 0.15%
1,018
+4
54
$226K 0.15%
5,517
+5,117
55
$225K 0.15%
3,336
+48
56
$220K 0.14%
4,980
57
$217K 0.14%
3,650
+600
58
$214K 0.14%
901
+51
59
$198K 0.13%
3,955
+92
60
$195K 0.13%
915
61
$194K 0.13%
1,330
+239
62
$191K 0.12%
1,050
63
$186K 0.12%
5,159
+159
64
$179K 0.12%
3,046
+113
65
$173K 0.11%
3,659
+331
66
$159K 0.1%
2,043
+629
67
$157K 0.1%
5,286
-704
68
$125K 0.08%
840
+1
69
$124K 0.08%
760
+120
70
$119K 0.08%
3,290
-1,656
71
$115K 0.07%
6,877
72
$112K 0.07%
503
+151
73
$110K 0.07%
2,187
74
$108K 0.07%
1,836
-20
75
$108K 0.07%
1,246
1 2
3
4 5