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
$127M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$764K
3
+$359K
4
AAPL icon
Apple
AAPL
+$290K
5
SO icon
Southern Company
SO
+$217K

Top Sells

1
+$680K
2
+$200K
3
+$105K
4
OHI icon
Omega Healthcare
OHI
+$83.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$78.7K

Sector Composition

1 Technology 25.28%
2 Communication Services 21.72%
3 Financials 17.7%
4 Consumer Discretionary 12.54%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.02%
350
127
$29K 0.02%
1,000
128
$29K 0.02%
2,139
129
$28K 0.02%
339
+2
130
$27K 0.02%
5,342
131
$27K 0.02%
1,050
132
$27K 0.02%
100
133
$26K 0.02%
1,160
134
$25K 0.02%
121
-115
135
$25K 0.02%
668
+4
136
$24K 0.02%
400
137
$24K 0.02%
451
+201
138
$24K 0.02%
334
139
$24K 0.02%
163
+1
140
$24K 0.02%
25
141
$24K 0.02%
1,794
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142
$24K 0.02%
142
-103
143
$23K 0.02%
200
144
$22K 0.02%
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145
$22K 0.02%
715
146
$22K 0.02%
704
-80
147
$22K 0.02%
250
148
$22K 0.02%
355
149
$22K 0.02%
200
150
$22K 0.02%
900
4 5
6
7 8