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
$57M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.01M
3
+$711K
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$91K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$89K

Top Sells

1
+$6.7M
2
+$5.88M
3
+$2.29M
4
OZK icon
Bank OZK
OZK
+$984K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$155K

Sector Composition

1 Communication Services 34.74%
2 Technology 20.99%
3 Consumer Discretionary 15.85%
4 Financials 13.27%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K 0.01%
+150
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50
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