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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.1%
+4,232
102
$279K 0.1%
1,250
-200
103
$275K 0.1%
1,082
-63
104
$274K 0.1%
3,998
+9
105
$272K 0.1%
+5,238
106
$268K 0.1%
2,500
-1,500
107
$262K 0.1%
1,611
+367
108
$257K 0.09%
+6,649
109
$255K 0.09%
2,048
-733
110
$253K 0.09%
5,475
+2,307
111
$253K 0.09%
4,844
112
$245K 0.09%
3,204
113
$245K 0.09%
+4,425
114
$244K 0.09%
18,623
+15,823
115
$238K 0.09%
1,421
-100
116
$237K 0.09%
2,891
+1,050
117
$237K 0.09%
1,848
-1
118
$236K 0.09%
400
+65
119
$235K 0.09%
950
120
$226K 0.08%
8,018
+7,768
121
$222K 0.08%
1,407
-450
122
$221K 0.08%
3,830
123
$219K 0.08%
1,712
+1,412
124
$218K 0.08%
428
-15
125
$217K 0.08%
5,004
3 4
5
6 7