SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.71M
3
+$3.97M
4
Z icon
Zillow
Z
+$3.81M
5
BIDU icon
Baidu
BIDU
+$502K

Top Sells

1
+$1.5M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$498K
5
ARCC icon
Ares Capital
ARCC
+$424K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.05%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.03%
+175
127
$19K 0.03%
+248
128
$18K 0.02%
+312
129
$18K 0.02%
+696
130
$18K 0.02%
+200
131
$18K 0.02%
+1,000
132
$17K 0.02%
+299
133
$17K 0.02%
+151
134
$17K 0.02%
+100
135
$16K 0.02%
+570
136
$16K 0.02%
+76
137
$16K 0.02%
+500
138
$16K 0.02%
+1,032
139
$15K 0.02%
+99
140
$15K 0.02%
+505
141
$15K 0.02%
+56
142
$15K 0.02%
+965
143
$15K 0.02%
+298
144
$14K 0.02%
+1,126
145
$14K 0.02%
+571
146
$14K 0.02%
+172
147
$14K 0.02%
+41
148
$14K 0.02%
+281
149
$14K 0.02%
+236
150
$13K 0.02%
+310
4 5
6
7 8