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
$227M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$379K
3 +$358K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$325K
5
TSLA icon
Tesla
TSLA
+$277K

Top Sells

1 +$4.37M
2 +$766K
3 +$734K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$614K
5
BABA icon
Alibaba
BABA
+$409K

Sector Composition

1 Technology 16%
2 Communication Services 5.38%
3 Financials 3.31%
4 Consumer Discretionary 3.03%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$179K 0.08%
13,887
-189
102
$115K 0.05%
12,000
-500
103
-125,222
104
-4,018
105
-501
106
-1,326
107
-1,810