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
$241M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$2.05M
3
+$1.44M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$354K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$255K

Top Sells

1
+$1.86M
2
+$896K
3
+$796K
4
META icon
Meta Platforms (Facebook)
META
+$781K
5
CRM icon
Salesforce
CRM
+$556K

Sector Composition

1 Technology 15.7%
2 Communication Services 5.32%
3 Consumer Discretionary 3.38%
4 Financials 3.31%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.15%
3,276
-367
77
$352K 0.15%
1,750
+5
78
$341K 0.14%
11,420
79
$338K 0.14%
1,202
80
$334K 0.14%
9,088
81
$324K 0.13%
2,000
82
$312K 0.13%
14,254
-2,377
83
$309K 0.13%
5,974
84
$306K 0.13%
12,038
-776
85
$301K 0.12%
1,882
+5
86
$292K 0.12%
2,798
87
$288K 0.12%
315
88
$272K 0.11%
377
+1
89
$270K 0.11%
1,810
90
$268K 0.11%
965
-9
91
$259K 0.11%
4,279
92
$257K 0.11%
1,052
-5
93
$238K 0.1%
22,363
-1,440
94
$237K 0.1%
2,072
-798
95
$235K 0.1%
3,281
+1
96
$231K 0.1%
6,809
97
$227K 0.09%
4,368
98
$226K 0.09%
+1,287
99
$226K 0.09%
1,200
100
$224K 0.09%
4,703
1 2 3
4
5