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
$227M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$379K
3
+$358K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$325K
5
TSLA icon
Tesla
TSLA
+$277K

Top Sells

1
+$4.37M
2
+$766K
3
+$734K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$614K
5
BABA icon
Alibaba
BABA
+$409K

Sector Composition

1 Technology 16%
2 Communication Services 5.38%
3 Financials 3.31%
4 Consumer Discretionary 3.03%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$619K 0.27%
7,009
-247
52
$608K 0.27%
23,703
-405
53
$592K 0.26%
2,849
-32
54
$588K 0.26%
21,106
+233
55
$564K 0.25%
7,655
+188
56
$556K 0.25%
9,635
-219
57
$532K 0.23%
57,674
-5,512
58
$530K 0.23%
11,172
59
$521K 0.23%
4,322
+19
60
$495K 0.22%
5,573
-57
61
$488K 0.22%
3,868
-198
62
$462K 0.2%
2,562
63
$459K 0.2%
2,428
-120
64
$439K 0.19%
1,745
+1
65
$428K 0.19%
6,511
-67
66
$413K 0.18%
1,910
-44
67
$379K 0.17%
+1,461
68
$366K 0.16%
8,854
-751
69
$363K 0.16%
17,312
-681
70
$357K 0.16%
3,643
-605
71
$352K 0.15%
1,079
-25
72
$345K 0.15%
1,810
-56
73
$344K 0.15%
2,109
-471
74
$339K 0.15%
5,401
75
$332K 0.15%
8,545
1 2
3
4 5