SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.7M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.71M
3
+$3.97M
4
Z icon
Zillow
Z
+$3.81M
5
BIDU icon
Baidu
BIDU
+$502K

Top Sells

1
+$1.5M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$498K
5
ARCC icon
Ares Capital
ARCC
+$424K

Sector Composition

1 Communication Services 31.46%
2 Technology 19.13%
3 Financials 19.05%
4 Consumer Discretionary 13.52%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K 0.01%
+178
177
$9K 0.01%
+741
178
$9K 0.01%
+194
179
$9K 0.01%
+1,035
180
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+30
181
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+118
182
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183
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+1,000
184
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+640
185
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+50
186
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+694
187
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+82
188
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+75
189
$8K 0.01%
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190
$7K 0.01%
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191
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192
$7K 0.01%
+91
193
$7K 0.01%
+168
194
$7K 0.01%
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195
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196
$7K 0.01%
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197
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198
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199
$7K 0.01%
+480
200
$6K 0.01%
+28
6 7
8
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