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
$230M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.04M
3
+$1.91M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.81M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M

Top Sells

1
+$4.02M
2
+$497K
3
+$381K
4
META icon
Meta Platforms (Facebook)
META
+$326K
5
CRM icon
Salesforce
CRM
+$280K

Sector Composition

1 Technology 18.85%
2 Communication Services 5.49%
3 Financials 3.34%
4 Consumer Discretionary 3.05%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.27%
+4,018
52
$611K 0.27%
16,662
-689
53
$607K 0.26%
10,021
+205
54
$579K 0.25%
9,854
-611
55
$568K 0.25%
1,388
+233
56
$563K 0.24%
2,881
-98
57
$551K 0.24%
+5,630
58
$544K 0.24%
+7,467
59
$528K 0.23%
+20,873
60
$520K 0.23%
4,066
-32
61
$514K 0.22%
4,303
+20
62
$513K 0.22%
710
+1
63
$473K 0.21%
2,562
64
$465K 0.2%
11,172
65
$432K 0.19%
6,578
+3,100
66
$431K 0.19%
1,954
-121
67
$423K 0.18%
4,248
68
$411K 0.18%
1,104
69
$405K 0.18%
8,054
-200
70
$398K 0.17%
2,548
71
$389K 0.17%
9,605
+94
72
$365K 0.16%
1,744
-18
73
$362K 0.16%
+17,993
74
$330K 0.14%
2,614
75
$325K 0.14%
13,764
-288
1 2
3
4 5