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
$227M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$379K
3
+$358K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$325K
5
TSLA icon
Tesla
TSLA
+$277K

Top Sells

1
+$4.37M
2
+$766K
3
+$734K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$614K
5
BABA icon
Alibaba
BABA
+$409K

Sector Composition

1 Technology 16%
2 Communication Services 5.38%
3 Financials 3.31%
4 Consumer Discretionary 3.03%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$327K 0.14%
8,013
-41
77
$323K 0.14%
9,088
+80
78
$315K 0.14%
1,202
+2
79
$313K 0.14%
16,631
80
$308K 0.14%
11,420
-500
81
$303K 0.13%
2,870
-58
82
$301K 0.13%
12,814
-950
83
$299K 0.13%
5,974
84
$294K 0.13%
315
-16
85
$285K 0.13%
2,000
86
$277K 0.12%
+1,057
87
$276K 0.12%
1,877
-33
88
$276K 0.12%
2,798
89
$258K 0.11%
974
+1
90
$258K 0.11%
376
-11
91
$255K 0.11%
4,279
+11
92
$254K 0.11%
23,803
-1,077
93
$238K 0.1%
3,280
-180
94
$222K 0.1%
4,703
-532
95
$221K 0.1%
6,809
-901
96
$220K 0.1%
1,810
-804
97
$216K 0.1%
1,029
98
$209K 0.09%
1,200
99
$205K 0.09%
+4,368
100
$202K 0.09%
+2,114
1 2 3
4
5