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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1 +$8.73M
2 +$7.72M
3 +$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1 +$1.13M
2 +$613K
3 +$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$139K 0.05%
2,876
-387
177
$138K 0.05%
2,600
-2,200
178
$137K 0.05%
310
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179
$131K 0.05%
+637
180
$131K 0.05%
1,440
181
$131K 0.05%
812
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182
$128K 0.05%
2,740
-290
183
$126K 0.05%
4,275
+1,253
184
$126K 0.05%
2,400
185
$126K 0.05%
1,800
+1,200
186
$121K 0.04%
3,276
187
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585
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188
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356
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189
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1,800
190
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707
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191
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1,950
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192
$115K 0.04%
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193
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194
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195
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196
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197
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198
$110K 0.04%
1,800
199
$108K 0.04%
3,462
200
$107K 0.04%
3,400
-350