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
$230M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.04M
3
+$1.91M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.81M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M

Top Sells

1
+$4.02M
2
+$497K
3
+$381K
4
META icon
Meta Platforms (Facebook)
META
+$326K
5
CRM icon
Salesforce
CRM
+$280K

Sector Composition

1 Technology 18.85%
2 Communication Services 5.49%
3 Financials 3.34%
4 Consumer Discretionary 3.05%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.14%
2,580
-63
77
$320K 0.14%
8,545
+1,250
78
$318K 0.14%
5,401
79
$317K 0.14%
+9,008
80
$311K 0.14%
+1,200
81
$309K 0.13%
2,928
-205
82
$294K 0.13%
1,866
+328
83
$294K 0.13%
5,974
84
$287K 0.12%
11,920
-500
85
$287K 0.12%
1,910
-33
86
$278K 0.12%
16,631
+200
87
$273K 0.12%
7,710
88
$268K 0.12%
2,798
89
$266K 0.12%
24,880
-338
90
$266K 0.12%
2,000
91
$253K 0.11%
973
-126
92
$252K 0.11%
+331
93
$249K 0.11%
+4,268
94
$245K 0.11%
5,235
-200
95
$240K 0.1%
1,810
-13
96
$239K 0.1%
+387
97
$220K 0.1%
+3,460
98
$216K 0.09%
+1,326
99
$214K 0.09%
+1,029
100
$210K 0.09%
+1,200
1 2 3
4
5