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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$216K 0.08%
2,131
+400
127
$216K 0.08%
2,347
128
$215K 0.08%
1,366
-1,531
129
$213K 0.08%
3,140
+4
130
$212K 0.08%
1,305
+633
131
$202K 0.07%
3,276
+2,671
132
$201K 0.07%
1,813
+1
133
$201K 0.07%
2,576
-537
134
$201K 0.07%
+4,100
135
$200K 0.07%
1,607
136
$196K 0.07%
2,295
+8
137
$194K 0.07%
549
+250
138
$192K 0.07%
1,618
+148
139
$192K 0.07%
3,597
-863
140
$191K 0.07%
1,983
-695
141
$189K 0.07%
3,324
+220
142
$187K 0.07%
810
143
$186K 0.07%
1,246
-500
144
$185K 0.07%
3,150
-1,300
145
$185K 0.07%
494
146
$183K 0.07%
1,839
-200
147
$178K 0.06%
2,328
-22
148
$176K 0.06%
21,207
+18,210
149
$174K 0.06%
6,252
-2,833
150
$172K 0.06%
2,039
-600
4 5
6
7 8