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
$82.6M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$78.8K
2
+$77.7K
3
+$77K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$69K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$56K

Top Sells

1
+$271K
2
+$240K
3
+$237K
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$235K
5
CLCT
Collectors Universe
CLCT
+$181K

Sector Composition

1 Communication Services 33.34%
2 Technology 19.29%
3 Financials 18.77%
4 Consumer Discretionary 14.99%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.03%
430
102
$26K 0.03%
305
103
$25K 0.03%
2,491
104
$25K 0.03%
299
105
$25K 0.03%
579
106
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107
$25K 0.03%
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108
$24K 0.03%
+400
109
$24K 0.03%
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110
$23K 0.03%
500
111
$23K 0.03%
547
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112
$23K 0.03%
159
113
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114
$22K 0.03%
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116
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117
$21K 0.03%
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118
$20K 0.02%
173
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119
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$20K 0.02%
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$19K 0.02%
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123
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125
$19K 0.02%
312
3 4
5
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