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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.22%
8,796
+306
52
$280K 0.22%
+808
53
$274K 0.22%
1,399
-301
54
$267K 0.21%
769
+481
55
$266K 0.21%
1,150
+550
56
$261K 0.21%
+3,600
57
$248K 0.2%
469
+369
58
$246K 0.2%
3,342
+5
59
$246K 0.2%
4,980
60
$241K 0.19%
+7,400
61
$239K 0.19%
+2,050
62
$239K 0.19%
969
-92
63
$230K 0.18%
582
+550
64
$228K 0.18%
+1,005
65
$223K 0.18%
2,300
+1,843
66
$212K 0.17%
2,269
-612
67
$208K 0.17%
570
+450
68
$204K 0.16%
2,617
+340
69
$198K 0.16%
+3,123
70
$197K 0.16%
660
-40
71
$196K 0.16%
+1,200
72
$191K 0.15%
3,128
+105
73
$183K 0.15%
915
74
$182K 0.15%
+650
75
$181K 0.14%
12,173
+6,673
1 2
3
4 5