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
$246M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$793K
3
+$512K
4
AHR icon
American Healthcare REIT
AHR
+$359K
5
DE icon
Deere & Co
DE
+$201K

Top Sells

1
+$2.83M
2
+$950K
3
+$549K
4
CRM icon
Salesforce
CRM
+$476K
5
TWLO icon
Twilio
TWLO
+$462K

Sector Composition

1 Technology 16.69%
2 Communication Services 4.84%
3 Financials 3.31%
4 Healthcare 2.13%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$112K 0.05%
11,794
+288
102
– –
-965
103
– –
-3,095
104
– –
-5,401
105
– –
-2,072
106
– –
-2,109
107
– –
-6,809
108
– –
-1,079
1 2 3 4
5