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
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$123K 0.07%
4,105
152
$120K 0.06%
+2,388
153
$119K 0.06%
3,000
+2,950
154
$118K 0.06%
357
+300
155
$118K 0.06%
6,877
156
$117K 0.06%
1,150
157
$117K 0.06%
+550
158
$116K 0.06%
3,276
159
$116K 0.06%
2,050
+450
160
$116K 0.06%
581
+1
161
$115K 0.06%
2,100
+2,000
162
$115K 0.06%
+1,700
163
$113K 0.06%
1,800
+1,200
164
$113K 0.06%
1,300
+1,100
165
$112K 0.06%
800
-100
166
$112K 0.06%
990
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167
$112K 0.06%
1,200
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168
$111K 0.06%
3,750
+2,225
169
$111K 0.06%
1,246
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170
$111K 0.06%
795
171
$108K 0.06%
+1,800
172
$107K 0.06%
505
173
$106K 0.06%
+2,049
174
$106K 0.06%
+801
175
$105K 0.06%
+1,700
5 6
7
8 9