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
$199M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.79M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.07M

Top Sells

1
+$849K
2
+$744K
3
+$644K
4
DOCU icon
DocuSign
DOCU
+$636K
5
CRM icon
Salesforce
CRM
+$625K

Sector Composition

1 Technology 22.53%
2 Communication Services 4.43%
3 Consumer Discretionary 3.76%
4 Financials 3.62%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.22%
8,254
-928
52
$428K 0.22%
2,075
-355
53
$427K 0.21%
8,890
+270
54
$420K 0.21%
+1,155
55
$413K 0.21%
11,172
-914
56
$411K 0.21%
4,946
+15
57
$390K 0.2%
4,248
+1
58
$374K 0.19%
9,511
+257
59
$348K 0.18%
2,548
-492
60
$328K 0.17%
+3,757
61
$328K 0.17%
3,133
-498
62
$323K 0.16%
5,401
-62
63
$321K 0.16%
2,614
64
$320K 0.16%
14,052
-7,356
65
$316K 0.16%
1,104
+25
66
$312K 0.16%
1,943
-293
67
$282K 0.14%
16,431
+72
68
$281K 0.14%
5,974
69
$280K 0.14%
1,099
+38
70
$270K 0.14%
1,135
+1
71
$270K 0.14%
7,295
-753
72
$269K 0.14%
12,420
-500
73
$268K 0.13%
7,710
-657
74
$263K 0.13%
1,762
-19
75
$263K 0.13%
2,643
-171
1 2
3
4