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
$127M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$764K
3
+$359K
4
AAPL icon
Apple
AAPL
+$290K
5
SO icon
Southern Company
SO
+$217K

Top Sells

1
+$680K
2
+$200K
3
+$105K
4
OHI icon
Omega Healthcare
OHI
+$83.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$78.7K

Sector Composition

1 Technology 25.28%
2 Communication Services 21.72%
3 Financials 17.7%
4 Consumer Discretionary 12.54%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.02%
430
152
$21K 0.02%
100
-18
153
$21K 0.02%
442
154
$21K 0.02%
1,300
-162
155
$21K 0.02%
1,500
156
$21K 0.02%
505
+1
157
$20K 0.02%
206
158
$20K 0.02%
200
159
$19K 0.01%
250
160
$19K 0.01%
900
161
$19K 0.01%
200
162
$19K 0.01%
1,173
-6,470
163
$18K 0.01%
1,320
-660
164
$18K 0.01%
92
-182
165
$17K 0.01%
34
166
$17K 0.01%
231
-50
167
$17K 0.01%
443
168
$17K 0.01%
116
-111
169
$16K 0.01%
299
170
$16K 0.01%
131
-241
171
$16K 0.01%
82
172
$16K 0.01%
181
173
$15K 0.01%
246
-56
174
$15K 0.01%
400
175
$15K 0.01%
194
5 6
7
8 9