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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27K 0.02%
715
152
$27K 0.02%
1,800
+6
153
$27K 0.02%
1,050
154
$26K 0.02%
3,053
155
$26K 0.02%
+200
156
$26K 0.02%
900
157
$26K 0.02%
430
158
$25K 0.02%
442
159
$25K 0.02%
1,300
160
$25K 0.02%
4,012
-1,330
161
$25K 0.02%
+1,552
162
$25K 0.02%
506
+1
163
$24K 0.02%
705
+280
164
$24K 0.02%
+130
165
$24K 0.02%
200
166
$24K 0.02%
334
167
$24K 0.02%
355
168
$24K 0.02%
200
169
$24K 0.02%
100
170
$23K 0.01%
+100
171
$23K 0.01%
+1,252
172
$23K 0.01%
+367
173
$23K 0.01%
600
+500
174
$23K 0.01%
336
+61
175
$22K 0.01%
250
+150
5 6
7
8 9