SWM
Selective Wealth Management Portfolio holdings
AUM
$311M
1-Year Est. Return
16.31%
1 Year Est. Return
+16.31%
AUM
$311M
AUM Growth
+$36.8M
(+13%)
Holding
111
Top Buys
| 1 | +$20.9M | |
| 2 | +$3.67M | |
| 3 | +$2.25M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$960K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$875K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$830K | |
| 3 | +$547K | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$461K |
| 5 |
Tesla
TSLA
|
+$344K |
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 | |
|---|---|---|---|---|---|---|
101
iShares MSCI USA Momentum Factor ETF
MTUM
$20.3B
| $202K | 0.07% |
+794
|
|
||
|
MVO
102
MV Oil Trust
MVO
$12.5M
| $127K | 0.04% |
21,432
-2,289
|
|
||
103
Rithm Capital
RITM
$6.26B
| $112K | 0.04% |
10,317
-64
|
|
||
|
104
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
| – | – |
-19,000
|
|
||
105
Verizon
VZ
$171B
| – | – |
-5,642
|
|
||
106
Ford
F
$51.5B
| – | – |
-10,757
|
|
||
107
Lowe's Companies
LOW
$137B
| – | – |
-5,067
|
|