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
$200M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$11.3M
3
+$7.87M
4
BABA icon
Alibaba
BABA
+$7.8M
5
CRM icon
Salesforce
CRM
+$7.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 5.92%
3 Communication Services 4.58%
4 Healthcare 3.92%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.12%
+1,354
102
$228K 0.11%
+2,017
103
$226K 0.11%
+2,798
104
$224K 0.11%
+4,147
105
$223K 0.11%
+23,000
106
$220K 0.11%
+541
107
$220K 0.11%
+31,725
108
$216K 0.11%
+2,298
109
$215K 0.11%
+4,790
110
$213K 0.11%
+3,059
111
$212K 0.11%
+4,395
112
$209K 0.1%
+3,070
113
$207K 0.1%
+2,771
114
$207K 0.1%
+1,589
115
$205K 0.1%
+10,195
116
$202K 0.1%
+2,344
117
$141K 0.07%
+14,175
118
$111K 0.06%
+10,122
1 2 3 4
5