SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
This Quarter Return
+11.86%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+9.1%)
Cap. Flow
+$219K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
63.59%
Holding
94
New
6
Increased
20
Reduced
53
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.89M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.79M |
| 3 |
Accenture
ACN
|
$1.63M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.1M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.07M |
Top Sells
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$849K |
| 2 |
SPLK
Splunk Inc
SPLK
|
$744K |
| 3 |
Meta Platforms (Facebook)
META
|
$644K |
| 4 |
DocuSign
DOCU
|
$636K |
| 5 |
Salesforce
CRM
|
$625K |
Sector Composition
| 1 | Technology | 22.53% |
| 2 | Communication Services | 4.43% |
| 3 | Consumer Discretionary | 3.76% |
| 4 | Financials | 3.62% |
| 5 | Healthcare | 3.03% |
