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
$127M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$764K
3
+$359K
4
AAPL icon
Apple
AAPL
+$290K
5
SO icon
Southern Company
SO
+$217K

Top Sells

1
+$680K
2
+$200K
3
+$105K
4
OHI icon
Omega Healthcare
OHI
+$83.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$78.7K

Sector Composition

1 Technology 25.28%
2 Communication Services 21.72%
3 Financials 17.7%
4 Consumer Discretionary 12.54%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$101K 0.08%
640
-420
77
$97K 0.08%
1,093
+20
78
$88K 0.07%
3,281
79
$88K 0.07%
352
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80
$87K 0.07%
484
81
$87K 0.07%
2,100
82
$84K 0.07%
400
83
$83K 0.07%
700
84
$79K 0.06%
1,101
85
$77K 0.06%
979
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86
$67K 0.05%
595
87
$64K 0.05%
3,768
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88
$63K 0.05%
605
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89
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90
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91
$58K 0.05%
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92
$57K 0.04%
720
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$56K 0.04%
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94
$56K 0.04%
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95
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96
$54K 0.04%
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97
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710
98
$52K 0.04%
1,659
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99
$51K 0.04%
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100
$47K 0.04%
268
2 3
4
5 6