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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$116K 0.09%
3,276
-6,180
102
$116K 0.09%
580
-1,192
103
$113K 0.09%
1,400
+500
104
$112K 0.09%
4,637
105
$111K 0.09%
1,332
+408
106
$111K 0.09%
700
107
$111K 0.09%
+591
108
$110K 0.09%
3,360
+21
109
$110K 0.09%
2,187
110
$110K 0.09%
795
-376
111
$109K 0.09%
505
+205
112
$108K 0.09%
+800
113
$106K 0.08%
+830
114
$105K 0.08%
+120
115
$105K 0.08%
779
-105
116
$104K 0.08%
1,659
117
$103K 0.08%
+6,791
118
$103K 0.08%
1,015
+8
119
$102K 0.08%
934
+602
120
$101K 0.08%
2,000
121
$100K 0.08%
1,246
122
$100K 0.08%
+1,050
123
$99K 0.08%
+1,800
124
$98K 0.08%
631
-869
125
$95K 0.08%
+1,090
3 4
5
6 7