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
$127M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$764K
3
+$359K
4
AAPL icon
Apple
AAPL
+$290K
5
SO icon
Southern Company
SO
+$217K

Top Sells

1
+$680K
2
+$200K
3
+$105K
4
OHI icon
Omega Healthcare
OHI
+$83.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$78.7K

Sector Composition

1 Technology 25.28%
2 Communication Services 21.72%
3 Financials 17.7%
4 Consumer Discretionary 12.54%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47K 0.04%
206
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$46K 0.04%
300
103
$46K 0.04%
2,000
104
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106
$42K 0.03%
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107
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108
$41K 0.03%
512
109
$39K 0.03%
284
110
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111
$38K 0.03%
1,500
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112
$38K 0.03%
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113
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114
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115
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116
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117
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118
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119
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120
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121
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120
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122
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123
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400
124
$31K 0.02%
1,410
125
$30K 0.02%
650
3 4
5
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