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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$3.51M
3
+$2.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$917K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K

Top Sells

1
+$1.14M
2
+$795K
3
+$557K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$461K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K

Sector Composition

1 Technology 12.19%
2 Communication Services 4.3%
3 Financials 2.66%
4 Healthcare 2.11%
5 Consumer Discretionary 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$633K 0.2%
4,443
+23
52
$627K 0.2%
2,495
53
$619K 0.2%
8,436
-8
54
$618K 0.2%
10,193
+3,953
55
$614K 0.2%
1,994
-274
56
$553K 0.18%
4,640
+620
57
$550K 0.18%
5,533
+1,151
58
$539K 0.17%
13,128
59
$538K 0.17%
2,207
+45
60
$525K 0.17%
2,516
61
$511K 0.16%
3,648
-18
62
$492K 0.16%
9,782
-3,218
63
$491K 0.16%
1,985
+10
64
$489K 0.16%
10,936
+56
65
$478K 0.15%
6,597
-391
66
$442K 0.14%
2,035
-1,279
67
$405K 0.13%
1,800
+780
68
$403K 0.13%
5,111
69
$395K 0.13%
9,088
70
$390K 0.13%
1,202
71
$381K 0.12%
5,842
+9
72
$372K 0.12%
1,756
+3
73
$370K 0.12%
3,278
74
$360K 0.12%
12,108
+31
75
$352K 0.11%
1,862
1 2
3
4 5