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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58K 0.05%
1,000
177
$56K 0.04%
710
+700
178
$56K 0.04%
550
-500
179
$56K 0.04%
376
-10
180
$55K 0.04%
930
-520
181
$55K 0.04%
440
+100
182
$54K 0.04%
1,885
183
$53K 0.04%
124
184
$53K 0.04%
600
185
$53K 0.04%
217
+14
186
$52K 0.04%
707
187
$52K 0.04%
523
188
$52K 0.04%
+675
189
$51K 0.04%
+1,100
190
$49K 0.04%
2,296
191
$49K 0.04%
+205
192
$48K 0.04%
1,500
+1,450
193
$48K 0.04%
500
194
$48K 0.04%
174
-200
195
$47K 0.04%
531
+500
196
$47K 0.04%
219
-14
197
$47K 0.04%
+600
198
$46K 0.04%
868
+193
199
$46K 0.04%
+100
200
$46K 0.04%
595
6 7
8
9 10