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
$230M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.04M
3
+$1.91M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.81M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M

Top Sells

1
+$4.02M
2
+$497K
3
+$381K
4
META icon
Meta Platforms (Facebook)
META
+$326K
5
CRM icon
Salesforce
CRM
+$280K

Sector Composition

1 Technology 18.85%
2 Communication Services 5.49%
3 Financials 3.34%
4 Consumer Discretionary 3.05%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.09%
+501
102
$184K 0.08%
14,076
103
$114K 0.05%
12,500
-3,000
104
– –
-12,612
105
– –
-26,429
106
– –
-1,304
107
– –
-1,135
108
– –
-10,072
1 2 3 4
5