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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$95K 0.08%
+800
127
$95K 0.08%
955
+185
128
$94K 0.07%
546
+400
129
$93K 0.07%
+700
130
$92K 0.07%
+1,600
131
$91K 0.07%
549
132
$84K 0.07%
+350
133
$84K 0.07%
700
134
$83K 0.07%
601
-7
135
$80K 0.06%
+876
136
$80K 0.06%
+150
137
$76K 0.06%
672
138
$76K 0.06%
198
139
$76K 0.06%
+209
140
$75K 0.06%
645
+200
141
$75K 0.06%
+720
142
$75K 0.06%
675
+194
143
$73K 0.06%
+300
144
$73K 0.06%
678
145
$73K 0.06%
4,773
-1,900
146
$73K 0.06%
933
147
$72K 0.06%
400
-100
148
$72K 0.06%
+500
149
$71K 0.06%
2,708
-280
150
$70K 0.06%
873
+149
4 5
6
7 8