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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$3.33M
3 +$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1 +$4.73M
2 +$3.13M
3 +$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$69K 0.06%
+575
152
$69K 0.06%
+1,200
153
$68K 0.05%
+1,600
154
$68K 0.05%
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155
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923
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156
$68K 0.05%
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157
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300
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158
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+300
159
$67K 0.05%
+500
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$65K 0.05%
1,021
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161
$65K 0.05%
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162
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109
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163
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164
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165
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166
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167
$62K 0.05%
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168
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171
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300
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174
$59K 0.05%
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175
$59K 0.05%
710