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
$245M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Sells

1 +$627K
2 +$330K
3 +$252K
4
MRK icon
Merck
MRK
+$153K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145K

Sector Composition

1 Technology 37.62%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Healthcare 4.73%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$120K 0.05%
485
177
$120K 0.05%
1,800
178
$120K 0.05%
1,030
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179
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180
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1,800
181
$114K 0.05%
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182
$113K 0.05%
1,246
183
$112K 0.05%
1,100
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184
$112K 0.05%
1,203
185
$110K 0.04%
1,500
186
$109K 0.04%
1,200
187
$109K 0.04%
635
+2
188
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520
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189
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190
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197
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198
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199
$98K 0.04%
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200
$96K 0.04%
559
+10