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
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.7M
3
+$2.24M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M

Top Sells

1
+$12.3M
2
+$4.69M
3
+$4.48M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.93M
5
BABA icon
Alibaba
BABA
+$3.66M

Sector Composition

1 Technology 24.26%
2 Consumer Discretionary 8.43%
3 Communication Services 4.75%
4 Financials 4.74%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.34K ﹤0.01%
104
127
– –
-373
128
– –
-212
129
– –
-100
130
– –
-3,326
131
– –
-4
132
– –
-400
133
– –
-5,226
134
– –
-3,393
135
– –
-4,555
136
– –
-2,395
137
– –
-1,404
138
– –
-450
139
– –
-600
140
– –
-915
141
– –
-63
142
– –
-333
143
– –
-700
144
– –
-58,836
145
– –
-2
146
– –
-3,000
147
– –
-1,600
148
– –
-1,220
149
– –
-312
150
– –
-404
4 5
6
7 8