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
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.7M
3
+$2.24M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M

Top Sells

1
+$12.3M
2
+$4.69M
3
+$4.48M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.93M
5
BABA icon
Alibaba
BABA
+$3.66M

Sector Composition

1 Technology 24.26%
2 Consumer Discretionary 8.43%
3 Communication Services 4.75%
4 Financials 4.74%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.13%
5,435
102
$250K 0.13%
4,737
-1,170
103
$246K 0.13%
2,603
-432
104
$244K 0.13%
3,152
+4
105
$240K 0.13%
+9,750
106
$239K 0.13%
2,197
+85
107
$235K 0.12%
1,661
+83
108
$234K 0.12%
3,550
-600
109
$232K 0.12%
31,725
-6,246
110
$230K 0.12%
1,626
+1,479
111
$222K 0.12%
1,824
-200
112
$221K 0.12%
538
-32
113
$220K 0.12%
1,217
+24
114
$219K 0.12%
2,017
-400
115
$214K 0.11%
+4,909
116
$213K 0.11%
17,214
-3,709
117
$210K 0.11%
1,236
+15
118
$209K 0.11%
+1,906
119
$208K 0.11%
1,555
+161
120
$206K 0.11%
2,798
-1,400
121
$203K 0.11%
3,021
-9,148
122
$189K 0.1%
16,356
-6,700
123
$157K 0.08%
10,578
-2,099
124
$131K 0.07%
11,459
-3,200
125
$115K 0.06%
9,691
-4,500
3 4
5
6 7