SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$1.82M
3
+$621K
4
NVDA icon
NVIDIA
NVDA
+$477K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$300K

Top Sells

1
+$1.48M
2
+$861K
3
+$787K
4
VTV icon
Vanguard Value ETF
VTV
+$659K
5
AAPL icon
Apple
AAPL
+$637K

Sector Composition

1 Technology 14.02%
2 Communication Services 5.02%
3 Financials 3%
4 Healthcare 2.24%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.22%
2,111
-427
52
$587K 0.21%
11,172
53
$567K 0.21%
6,988
-4,529
54
$561K 0.2%
2,298
+401
55
$541K 0.2%
2,162
-306
56
$520K 0.19%
6,432
+186
57
$518K 0.19%
4,020
+200
58
$508K 0.19%
3,666
-69
59
$506K 0.18%
2,516
60
$479K 0.17%
10,880
-252
61
$473K 0.17%
13,128
62
$466K 0.17%
2,616
-3,696
63
$461K 0.17%
19,000
64
$416K 0.15%
4,382
+732
65
$381K 0.14%
7,933
+3,230
66
$378K 0.14%
1,276
-125
67
$371K 0.14%
5,833
-18
68
$368K 0.13%
9,088
69
$364K 0.13%
2,000
70
$362K 0.13%
3,278
+1
71
$358K 0.13%
6,240
+12
72
$352K 0.13%
1,202
73
$351K 0.13%
1,975
-70
74
$349K 0.13%
15,435
+22
75
$346K 0.13%
12,077
-1,356
1 2
3
4 5