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
$182M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.78M
3
+$232K
4
COP icon
ConocoPhillips
COP
+$205K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$113K

Top Sells

1
+$5.38M
2
+$961K
3
+$931K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K
5
TSCO icon
Tractor Supply
TSCO
+$793K

Sector Composition

1 Technology 22.48%
2 Consumer Discretionary 4.72%
3 Communication Services 4.61%
4 Healthcare 3.84%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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103
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104
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105
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107
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-7,216
108
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-1,658
109
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-3,070
110
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111
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112
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113
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-826
114
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-31,725
115
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116
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-2,771
117
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-1,107
118
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-8,067
119
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