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
$200M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$11.3M
3
+$7.87M
4
BABA icon
Alibaba
BABA
+$7.8M
5
CRM icon
Salesforce
CRM
+$7.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 5.92%
3 Communication Services 4.58%
4 Healthcare 3.92%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.26%
+3,900
52
$511K 0.25%
+17,823
53
$505K 0.25%
+22,878
54
$469K 0.23%
+4,027
55
$451K 0.23%
+4,526
56
$448K 0.22%
+23,122
57
$447K 0.22%
+6,074
58
$443K 0.22%
+2,962
59
$440K 0.22%
+2,648
60
$422K 0.21%
+12,260
61
$418K 0.21%
+2,618
62
$407K 0.2%
+2,247
63
$387K 0.19%
+734
64
$379K 0.19%
+8,346
65
$377K 0.19%
+4,854
66
$372K 0.19%
+5,925
67
$370K 0.18%
+8,780
68
$368K 0.18%
+6,093
69
$346K 0.17%
+3,942
70
$343K 0.17%
+1,107
71
$334K 0.17%
+9,515
72
$334K 0.17%
+5,637
73
$322K 0.16%
+7,929
74
$314K 0.16%
+3,304
75
$312K 0.16%
+678
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3
4 5