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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.24%
3,142
+112
52
$657K 0.24%
28,584
-6,014
53
$621K 0.23%
6,750
54
$611K 0.22%
12,300
+7,314
55
$594K 0.22%
5,324
-266
56
$583K 0.21%
21,370
-3,800
57
$567K 0.21%
1,634
-141
58
$565K 0.2%
18,626
+17,688
59
$563K 0.2%
5,197
+4,167
60
$562K 0.2%
976
61
$552K 0.2%
1,972
-215
62
$549K 0.2%
11,069
-3,239
63
$544K 0.2%
1,306
+2
64
$532K 0.19%
1,482
+264
65
$524K 0.19%
4,125
66
$497K 0.18%
9,603
+6,353
67
$494K 0.18%
44,991
+42,391
68
$485K 0.18%
19,481
-6,503
69
$481K 0.17%
3,460
+640
70
$470K 0.17%
2,255
-34
71
$466K 0.17%
+10,035
72
$458K 0.17%
2,603
-8
73
$445K 0.16%
5,412
+5,356
74
$438K 0.16%
1,464
+208
75
$424K 0.15%
5,464
+1,387
1 2
3
4 5