SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
This Quarter Return
+5.08%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
–
Cap. Flow
+$200M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.38%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$50.4M |
| 2 |
WisdomTree Cloud Computing Fund
WCLD
|
$11.3M |
| 3 |
Meta Platforms (Facebook)
META
|
$7.87M |
| 4 |
Alibaba
BABA
|
$7.8M |
| 5 |
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% |
