SWM
Selective Wealth Management Portfolio holdings
AUM
$320M
1-Year Est. Return
11.77%
This Fund
S&P 500
1 Year Est. Return
+11.77%
AUM
$320M
AUM Growth
+$9.64M
(+3.1%)
Holding
117
Top Buys
| 1 | +$5.27M | |
| 2 | +$4.67M | |
| 3 | +$1.17M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$998K |
| 5 |
Apple
AAPL
|
+$730K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.68M | |
| 3 | +$877K | |
| 4 |
WisdomTree Cloud Computing Fund
WCLD
|
+$594K |
| 5 |
Walmart Inc
WMT
|
+$426K |
Sector Composition
| 1 | Technology | 11.76% |
| 2 | Communication Services | 3.75% |
| 3 | Financials | 2.14% |
| 4 | Healthcare | 1.4% |
| 5 | Consumer Discretionary | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
United Parcel Service
UPS
$88B
| $215K | 0.07% |
+1,976
|
|
||
102
Chevron
CVX
$340B
| $209K | 0.07% |
+1,258
|
|
||
103
iShares Core S&P Small-Cap ETF
IJR
$93.4B
| $207K | 0.06% |
+1,602
|
|
||
104
iShares Biotechnology ETF
IBB
$8.62B
| $205K | 0.06% |
+1,200
|
|
||
105
iShares MSCI USA Momentum Factor ETF
MTUM
$21.6B
| $204K | 0.06% |
794
|
|
||
|
MVO
106
MV Oil Trust
MVO
$16M
| $33.7K | 0.01% |
14,906
-6,526
|
|
||
107
Bristol-Myers Squibb
BMY
$111B
| – | – |
-4,600
|
|
||
108
Mastercard
MA
$468B
| – | – |
-431
|
|
||
109
Manulife Financial
MFC
$63.3B
| – | – |
-8,650
|
|
||
110
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$90M
| – | – |
-1,896
|
|
||
111
Rithm Capital
RITM
$6.59B
| – | – |
-10,317
|
|
||
112
AT&T
T
$171B
| – | – |
-8,495
|
|
||
113
Motley Fool 100 Index ETF
TMFC
$1.96B
| – | – |
-3,388
|
|