SWM
Selective Wealth Management Portfolio holdings
AUM
$311M
1-Year Est. Return
16.31%
1 Year Est. Return
+16.31%
AUM
$274M
AUM Growth
+$44M
(+19%)
Holding
106
Top Buys
| 1 | +$17.3M | |
| 2 | +$1.82M | |
| 3 | +$621K | |
| 4 |
NVIDIA
NVDA
|
+$477K |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
+$300K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$861K | |
| 3 | +$787K | |
| 4 |
Vanguard Value ETF
VTV
|
+$659K |
| 5 |
Apple
AAPL
|
+$637K |
Sector Composition
| 1 | Technology | 14.02% |
| 2 | Communication Services | 5.02% |
| 3 | Financials | 3% |
| 4 | Healthcare | 2.24% |
| 5 | Consumer Discretionary | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Amcor
AMCR
$18.8B
| – | – |
-11,794
|
|
||
102
AGNC Investment
AGNC
$10.5B
| – | – |
-18,345
|
|