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
$246M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$793K
3
+$512K
4
AHR icon
American Healthcare REIT
AHR
+$359K
5
DE icon
Deere & Co
DE
+$201K

Top Sells

1
+$2.83M
2
+$950K
3
+$549K
4
CRM icon
Salesforce
CRM
+$476K
5
TWLO icon
Twilio
TWLO
+$462K

Sector Composition

1 Technology 16.69%
2 Communication Services 4.84%
3 Financials 3.31%
4 Healthcare 2.13%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$592K 0.24%
2,468
52
$585K 0.24%
638
-68
53
$581K 0.24%
2,349
+2
54
$574K 0.23%
4,376
+25
55
$550K 0.22%
11,172
56
$542K 0.22%
7,764
+160
57
$508K 0.21%
5,565
-9
58
$503K 0.2%
2,516
+100
59
$494K 0.2%
3,771
+1
60
$412K 0.17%
6,451
-60
61
$411K 0.17%
1,877
+252
62
$399K 0.16%
18,463
-12,096
63
$395K 0.16%
2,068
-110
64
$378K 0.15%
13,446
-3,219
65
$375K 0.15%
8,545
66
$368K 0.15%
5,836
-863
67
$359K 0.15%
+13,128
68
$354K 0.14%
427
+50
69
$345K 0.14%
1,202
70
$340K 0.14%
15,581
+23
71
$337K 0.14%
3,277
+1
72
$325K 0.13%
819
-233
73
$318K 0.13%
5,712
-2,122
74
$306K 0.12%
1,810
75
$305K 0.12%
1,260
-242
1 2
3
4 5