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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.07%
500
77
$103K 0.07%
2,202
+102
78
$103K 0.07%
484
79
$102K 0.07%
3,339
+58
80
$99K 0.06%
444
+323
81
$96K 0.06%
700
82
$90K 0.06%
1,101
83
$88K 0.06%
1,033
+54
84
$83K 0.05%
1,659
85
$81K 0.05%
400
86
$76K 0.05%
2,000
87
$76K 0.05%
924
+724
88
$74K 0.05%
198
+157
89
$73K 0.05%
525
+241
90
$73K 0.05%
983
+50
91
$72K 0.05%
672
+94
92
$72K 0.05%
900
+500
93
$72K 0.05%
11,100
94
$72K 0.05%
607
+2
95
$71K 0.05%
700
96
$70K 0.05%
595
97
$66K 0.04%
800
98
$66K 0.04%
2,980
-788
99
$63K 0.04%
678
100
$63K 0.04%
1,520
+215
2 3
4
5 6