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
$241M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$2.05M
3
+$1.44M
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$354K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$255K

Top Sells

1
+$1.86M
2
+$896K
3
+$796K
4
META icon
Meta Platforms (Facebook)
META
+$781K
5
CRM icon
Salesforce
CRM
+$556K

Sector Composition

1 Technology 15.7%
2 Communication Services 5.32%
3 Consumer Discretionary 3.38%
4 Financials 3.31%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.09%
+2,347
102
$215K 0.09%
1,029
103
$207K 0.09%
+2,876
104
$203K 0.08%
+3,095
105
$141K 0.06%
13,487
-400
106
$127K 0.05%
11,506
-494
107
– –
-2,114
1 2 3 4
5