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
$199M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.79M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.07M

Top Sells

1
+$849K
2
+$744K
3
+$644K
4
DOCU icon
DocuSign
DOCU
+$636K
5
CRM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.13%
25,218
-1,238
77
$255K 0.13%
5,435
78
$251K 0.13%
2,000
79
$243K 0.12%
12,612
-8,221
80
$231K 0.12%
2,798
81
$214K 0.11%
+3,478
82
$212K 0.11%
1,823
+14
83
$212K 0.11%
1,538
-21
84
$205K 0.1%
1,304
-178
85
$164K 0.08%
14,076
-315
86
$149K 0.08%
15,500
-7,500
87
$111K 0.06%
10,072
88
– –
-21,764
89
– –
-12,466
90
– –
-1,265
91
– –
-660
92
– –
-3,265
93
– –
-4,790
94
– –
-541
1 2 3
4