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
$110M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$660K
3
+$353K
4
TFC icon
Truist Financial
TFC
+$350K
5
CVX icon
Chevron
CVX
+$241K

Top Sells

1
+$16.9M
2
+$16.9M
3
+$9.58M
4
META icon
Meta Platforms (Facebook)
META
+$8.02M
5
CTSH icon
Cognizant
CTSH
+$6.17M

Sector Composition

1 Technology 24.43%
2 Financials 19.62%
3 Consumer Discretionary 15.42%
4 Energy 9.3%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.02%
301
-52
177
$25K 0.02%
200
178
$25K 0.02%
1,775
+523
179
$24K 0.02%
100
180
$23K 0.02%
206
181
$23K 0.02%
146
-100
182
$23K 0.02%
3,427
-585
183
$23K 0.02%
250
184
$23K 0.02%
165
+1
185
$23K 0.02%
2,997
186
$22K 0.02%
334
187
$22K 0.02%
100
188
$21K 0.02%
274
189
$21K 0.02%
1,214
190
$20K 0.02%
194
191
$20K 0.02%
82
192
$20K 0.02%
200
193
$19K 0.02%
100
194
$19K 0.02%
1,400
+400
195
$19K 0.02%
299
-494
196
$19K 0.02%
92
197
$19K 0.02%
373
+262
198
$18K 0.02%
+100
199
$18K 0.02%
+200
200
$18K 0.02%
+234
6 7
8
9 10