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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.21%
+16,312
52
$396K 0.21%
+7,445
53
$392K 0.21%
9,123
-2,375
54
$391K 0.21%
13,146
+4,350
55
$385K 0.2%
3,119
+2,289
56
$373K 0.2%
2,203
-508
57
$367K 0.19%
3,200
+2,400
58
$367K 0.19%
39,070
59
$354K 0.19%
17,070
+8,510
60
$354K 0.19%
2,191
+387
61
$353K 0.19%
985
+486
62
$347K 0.18%
1,056
+129
63
$341K 0.18%
+12,841
64
$317K 0.17%
1,326
+200
65
$311K 0.16%
5,100
+1,500
66
$310K 0.16%
1,000
+800
67
$302K 0.16%
494
+25
68
$301K 0.16%
1,625
+900
69
$298K 0.16%
1,550
+200
70
$295K 0.16%
1,976
+1,600
71
$294K 0.16%
3,964
+22
72
$294K 0.16%
2,050
73
$288K 0.15%
1,116
+111
74
$288K 0.15%
3,841
+1,224
75
$285K 0.15%
1,154
+185
1 2
3
4 5