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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.15%
1,875
+1,425
77
$274K 0.15%
967
+159
78
$273K 0.14%
+5,087
79
$273K 0.14%
1,646
+1,100
80
$271K 0.14%
693
+585
81
$267K 0.14%
+2,651
82
$267K 0.14%
2,092
+1,604
83
$252K 0.13%
5,320
+1,940
84
$250K 0.13%
720
+150
85
$249K 0.13%
4,079
+956
86
$244K 0.13%
+1,390
87
$244K 0.13%
3,347
+5
88
$242K 0.13%
925
+600
89
$240K 0.13%
4,980
90
$239K 0.13%
1,900
+1,100
91
$237K 0.13%
+3,204
92
$236K 0.13%
1,607
-1,675
93
$234K 0.12%
4,800
+3,700
94
$232K 0.12%
4,986
+1,725
95
$230K 0.12%
5,044
-4,270
96
$229K 0.12%
1,521
-10,319
97
$229K 0.12%
950
-200
98
$225K 0.12%
2,629
+534
99
$223K 0.12%
1,495
+200
100
$222K 0.12%
3,650
+2,650
2 3
4
5 6