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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$181K 0.14%
1,295
77
$180K 0.14%
+2,095
78
$177K 0.14%
499
-144
79
$171K 0.14%
8,560
+7,160
80
$171K 0.14%
3,152
-102
81
$170K 0.14%
+1,500
82
$169K 0.13%
1,449
+1,098
83
$167K 0.13%
4,500
84
$166K 0.13%
2,907
+1,069
85
$164K 0.13%
4,000
-1,000
86
$157K 0.13%
+3,380
87
$153K 0.12%
3,261
+1,461
88
$149K 0.12%
4,105
+1,000
89
$138K 0.11%
1,725
+725
90
$135K 0.11%
+1,200
91
$134K 0.11%
1,589
+200
92
$134K 0.11%
900
+200
93
$131K 0.1%
4,307
+8
94
$126K 0.1%
325
+270
95
$124K 0.1%
4,900
+900
96
$124K 0.1%
+725
97
$123K 0.1%
6,877
98
$120K 0.1%
1,150
-1,286
99
$118K 0.09%
+1,025
100
$117K 0.09%
1,551
-1,500
2 3
4
5 6