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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.04%
5,544
102
$60K 0.04%
1,000
103
$59K 0.04%
722
+2
104
$58K 0.04%
2,804
-4,000
105
$58K 0.04%
300
106
$57K 0.04%
710
107
$57K 0.04%
+600
108
$54K 0.03%
206
109
$51K 0.03%
715
110
$50K 0.03%
1,662
+39
111
$49K 0.03%
1,885
112
$49K 0.03%
586
+392
113
$48K 0.03%
268
114
$48K 0.03%
510
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115
$48K 0.03%
707
116
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117
$45K 0.03%
2,671
-384
118
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+523
119
$44K 0.03%
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120
$44K 0.03%
5,050
+50
121
$43K 0.03%
120
+100
122
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793
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123
$43K 0.03%
900
124
$42K 0.03%
253
125
$41K 0.03%
+246
3 4
5
6 7