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
+$5.1M
2
+$5.05M
3
+$4.21M
4
DOCU
DocuSign
DOCU
+$3.99M
5
BIDU icon
Baidu
BIDU
+$525K

Top Sells

1
+$1.42M
2
+$827K
3
+$559K
4
OHI icon
Omega Healthcare
OHI
+$464K
5
ARCC icon
Ares Capital
ARCC
+$422K

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
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+1,035
180
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+71
181
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+1,000
182
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+640
183
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+50
184
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+694
185
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186
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187
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188
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+75
189
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190
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191
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192
$7K 0.01%
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193
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+52
194
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195
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196
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198
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199
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+360
200
$6K 0.01%
+28
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8
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