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
$110M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$660K
3
+$353K
4
TFC icon
Truist Financial
TFC
+$350K
5
CVX icon
Chevron
CVX
+$241K

Top Sells

1
+$16.9M
2
+$16.9M
3
+$9.58M
4
META icon
Meta Platforms (Facebook)
META
+$8.02M
5
CTSH icon
Cognizant
CTSH
+$6.17M

Sector Composition

1 Technology 24.43%
2 Financials 19.62%
3 Consumer Discretionary 15.42%
4 Energy 9.3%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.03%
457
+3
152
$34K 0.03%
704
153
$34K 0.03%
586
-10
154
$33K 0.03%
100
155
$32K 0.03%
418
+308
156
$32K 0.03%
884
+505
157
$32K 0.03%
150
+50
158
$32K 0.03%
+300
159
$31K 0.03%
166
+50
160
$31K 0.03%
2,139
161
$31K 0.03%
1,030
-170
162
$31K 0.03%
475
+139
163
$31K 0.03%
+445
164
$30K 0.03%
715
165
$29K 0.03%
3,053
166
$29K 0.03%
1,300
167
$29K 0.03%
1,806
+6
168
$29K 0.03%
142
169
$28K 0.03%
430
170
$27K 0.02%
130
171
$27K 0.02%
1,000
172
$27K 0.02%
1,050
173
$27K 0.02%
507
+1
174
$26K 0.02%
250
175
$26K 0.02%
200
5 6
7
8 9