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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$171K 0.06%
1,825
152
$170K 0.06%
2,966
-332
153
$169K 0.06%
4,211
-1,390
154
$169K 0.06%
+2,836
155
$167K 0.06%
468
-252
156
$163K 0.06%
400
157
$158K 0.06%
3,375
158
$157K 0.06%
1,028
+249
159
$156K 0.06%
1,200
160
$155K 0.06%
1,320
161
$154K 0.06%
915
162
$152K 0.06%
2,200
-100
163
$150K 0.05%
1,113
-148
164
$149K 0.05%
900
165
$147K 0.05%
1,442
-338
166
$145K 0.05%
1,552
+1
167
$143K 0.05%
468
-600
168
$142K 0.05%
3,620
-2,300
169
$141K 0.05%
309
-25
170
$140K 0.05%
667
-200
171
$140K 0.05%
+1,400
172
$140K 0.05%
3,300
-1,800
173
$140K 0.05%
4,335
+10
174
$139K 0.05%
182
+32
175
$139K 0.05%
1,800
-190
5 6
7
8 9