SWM
Selective Wealth Management Portfolio holdings
AUM
$338M
1-Year Est. Return
10.57%
This Fund
S&P 500
1 Year Est. Return
+10.57%
AUM
$338M
AUM Growth
+$17.2M
(+5.4%)
Holding
128
Top Buys
| 1 | +$5.61M | |
| 2 | +$4.93M | |
| 3 | +$3.27M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.96M |
| 5 |
GitLab
GTLB
|
+$2.79M |
Top Sells
| 1 | +$5.94M | |
| 2 | +$1.99M | |
| 3 | +$1.51M | |
| 4 |
Intel
INTC
|
+$759K |
| 5 |
Meta Platforms (Facebook)
META
|
+$456K |
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Communication Services | 3.74% |
| 3 | Financials | 1.91% |
| 4 | Healthcare | 0.92% |
| 5 | Energy | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Alibaba
BABA
$316B
| – | – |
-11,618
|
|