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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
751
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752
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753
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-350
754
– –
-18
755
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756
$0 ﹤0.01%
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757
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4
758
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759
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760
$0 ﹤0.01%
7
761
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762
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$0 ﹤0.01%
10
764
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765
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766
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767
$0 ﹤0.01%
5
768
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769
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+10
770
– –
-1,500
771
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0
772
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15
773
– –
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774
– –
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775
– –
-5
29 30
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