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
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

1 +$2.1M
2 +$399K
3 +$350K
4
META icon
Meta Platforms (Facebook)
META
+$316K
5
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$268K

Sector Composition

1 Technology 15.12%
2 Communication Services 4.64%
3 Financials 3.38%
4 Healthcare 2.19%
5 Consumer Discretionary 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,463
102
-312
103
-1,422
104
-2,842
105
-11,756