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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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$7.25M
3
+$6.07M
4
VEEV icon
Veeva Systems
VEEV
+$5.02M
5
V icon
Visa
V
+$4.44M

Top Sells

1
+$1.09M
2
+$577K
3
+$546K
4
JPM icon
JPMorgan Chase
JPM
+$365K
5
MSFT icon
Microsoft
MSFT
+$345K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-1,213
727
– –
-355
728
$0 ﹤0.01%
40
729
– –
-286
730
– –
-300
731
– –
-37
732
– –
-1,000
733
– –
-300
734
– –
-1,500
735
$0 ﹤0.01%
1
736
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-740
737
– –
-200
738
$0 ﹤0.01%
3
739
$0 ﹤0.01%
+8
740
– –
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741
$0 ﹤0.01%
300
742
$0 ﹤0.01%
27
743
– –
-370
744
– –
-900
745
– –
-198
746
$0 ﹤0.01%
2
747
$0 ﹤0.01%
3
748
$0 ﹤0.01%
6
749
– –
0
750
$0 ﹤0.01%
3
28 29
30
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