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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.15%
1,457
-225
77
$408K 0.15%
15,982
-3,771
78
$407K 0.15%
3,891
-770
79
$400K 0.15%
7,916
+7,819
80
$397K 0.14%
6,055
-2,149
81
$395K 0.14%
7,237
-994
82
$381K 0.14%
4,698
83
$380K 0.14%
10,146
84
$370K 0.13%
7,148
-1,600
85
$356K 0.13%
21,073
+6,300
86
$355K 0.13%
+15,712
87
$351K 0.13%
37,971
-1,099
88
$331K 0.12%
2,413
+60
89
$329K 0.12%
6,840
+6,808
90
$328K 0.12%
3,808
+2,679
91
$327K 0.12%
3,031
+2,655
92
$322K 0.12%
2,029
+570
93
$319K 0.12%
1,895
-340
94
$317K 0.11%
2,400
-800
95
$314K 0.11%
1,976
96
$301K 0.11%
1,700
-497
97
$296K 0.11%
5,895
-1,974
98
$293K 0.11%
3,443
+91
99
$285K 0.1%
1,625
100
$284K 0.1%
2,600
-519
2 3
4
5 6