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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$158K 0.08%
3,152
127
$156K 0.08%
2,300
+1,700
128
$156K 0.08%
1,551
129
$153K 0.08%
1,889
+300
130
$151K 0.08%
+250
131
$150K 0.08%
899
-500
132
$149K 0.08%
2,700
+1,500
133
$147K 0.08%
1,732
+400
134
$147K 0.08%
342
+218
135
$146K 0.08%
+1,368
136
$146K 0.08%
4,000
137
$145K 0.08%
1,375
+350
138
$144K 0.08%
915
139
$141K 0.07%
900
+200
140
$139K 0.07%
3,298
-3,883
141
$139K 0.07%
1,800
+1,200
142
$137K 0.07%
979
+200
143
$137K 0.07%
3,375
-1,125
144
$136K 0.07%
620
+270
145
$136K 0.07%
1,450
+400
146
$134K 0.07%
2,400
+2,000
147
$130K 0.07%
4,316
+9
148
$128K 0.07%
+4,261
149
$126K 0.07%
1,070
+425
150
$125K 0.07%
686
+95
4 5
6
7 8