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
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179
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180
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181
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182
$54K 0.04%
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183
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124
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185
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217
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186
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707
187
$52K 0.04%
523
188
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189
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1,500
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198
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200
$46K 0.04%
595