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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$104K 0.06%
2,000
177
$104K 0.06%
+2,901
178
$104K 0.06%
209
179
$104K 0.06%
4,600
-300
180
$104K 0.06%
1,021
+6
181
$103K 0.05%
1,500
+1,200
182
$102K 0.05%
1,246
183
$102K 0.05%
903
+225
184
$102K 0.05%
3,360
185
$101K 0.05%
+1,851
186
$100K 0.05%
485
+185
187
$100K 0.05%
6,791
188
$100K 0.05%
1,988
-199
189
$99K 0.05%
2,070
+270
190
$97K 0.05%
633
+2
191
$96K 0.05%
+887
192
$94K 0.05%
+800
193
$94K 0.05%
1,203
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194
$92K 0.05%
+3,000
195
$91K 0.05%
150
196
$91K 0.05%
450
+300
197
$90K 0.05%
260
+160
198
$90K 0.05%
549
199
$87K 0.05%
700
200
$87K 0.05%
+600
6 7
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