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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$217K 0.12%
2,228
+1,928
102
$215K 0.11%
15,173
+3,000
103
$212K 0.11%
1,849
+400
104
$204K 0.11%
2,278
+9
105
$200K 0.11%
2,721
+2,014
106
$200K 0.11%
+3,926
107
$199K 0.11%
3,104
-3,837
108
$194K 0.1%
1,200
109
$192K 0.1%
334
+225
110
$191K 0.1%
+400
111
$191K 0.1%
+335
112
$190K 0.1%
1,400
+1,150
113
$189K 0.1%
1,811
+877
114
$187K 0.1%
3,132
+4
115
$187K 0.1%
2,500
+2,000
116
$185K 0.1%
220
+100
117
$182K 0.1%
3,197
+290
118
$182K 0.1%
2,350
+1,750
119
$180K 0.1%
2,225
+500
120
$178K 0.09%
810
+150
121
$174K 0.09%
820
+750
122
$173K 0.09%
1,450
+750
123
$170K 0.09%
1,990
+900
124
$169K 0.09%
3,030
-1,940
125
$158K 0.08%
3,050
+1,450
3 4
5
6 7