SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
This Quarter Return
+5.7%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+2.3%)
Cap. Flow
-$809K
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
67.38%
Holding
112
New
2
Increased
36
Reduced
45
Closed
7
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$5.84M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.1M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$793K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$512K |
| 5 |
American Healthcare REIT
AHR
|
$359K |
Top Sells
| 1 |
Alibaba
BABA
|
$2.83M |
| 2 |
Meta Platforms (Facebook)
META
|
$950K |
| 3 |
DocuSign
DOCU
|
$549K |
| 4 |
Salesforce
CRM
|
$476K |
| 5 |
Twilio
TWLO
|
$462K |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Communication Services | 4.84% |
| 3 | Financials | 3.31% |
| 4 | Healthcare | 2.13% |
| 5 | Consumer Discretionary | 1.63% |
