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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.03%
595
-147
127
$40K 0.03%
+592
128
$40K 0.03%
233
+198
129
$37K 0.02%
665
-173
130
$37K 0.02%
1,160
131
$37K 0.02%
1,200
+6
132
$36K 0.02%
+275
133
$35K 0.02%
400
134
$35K 0.02%
596
+496
135
$35K 0.02%
1,410
136
$35K 0.02%
333
137
$35K 0.02%
1,000
-500
138
$34K 0.02%
351
+1
139
$33K 0.02%
650
140
$33K 0.02%
353
+103
141
$32K 0.02%
120
142
$31K 0.02%
+266
143
$31K 0.02%
2,139
144
$30K 0.02%
900
145
$30K 0.02%
200
146
$30K 0.02%
671
+3
147
$29K 0.02%
454
+3
148
$29K 0.02%
160
+29
149
$28K 0.02%
704
150
$28K 0.02%
142
4 5
6
7 8