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SWM

Selective Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 10.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$3.51M
3
+$2.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$917K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K

Top Sells

1
+$1.14M
2
+$795K
3
+$557K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$461K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K

Sector Composition

1 Technology 12.19%
2 Communication Services 4.3%
3 Financials 2.66%
4 Healthcare 2.11%
5 Consumer Discretionary 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.11%
+2,451
77
$342K 0.11%
14,843
-592
78
$342K 0.11%
7,560
+190
79
$334K 0.11%
2,798
80
$329K 0.11%
2,030
+30
81
$314K 0.1%
4,279
82
$298K 0.1%
1,810
83
$286K 0.09%
10,221
-389
84
$284K 0.09%
3,176
+2
85
$278K 0.09%
8,650
86
$271K 0.09%
1,324
87
$263K 0.08%
1,027
+3
88
$250K 0.08%
+431
89
$245K 0.08%
+1,671
90
$239K 0.08%
+3,388
91
$231K 0.07%
+1,649
92
$226K 0.07%
2,750
+4
93
$224K 0.07%
1,029
94
$222K 0.07%
8,495
-2,311
95
$220K 0.07%
476
+7
96
$216K 0.07%
2,347
97
$208K 0.07%
481
-795
98
$207K 0.07%
1,896
+1
99
$205K 0.07%
4,600
-201
100
$204K 0.07%
+3,676
1 2 3
4
5