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
-100
179
$131K 0.05%
+637
180
$131K 0.05%
1,440
181
$131K 0.05%
812
+5
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
$121K 0.04%
585
+1
188
$120K 0.04%
356
+50
189
$120K 0.04%
1,800
190
$117K 0.04%
707
-73
191
$115K 0.04%
1,950
+1,000
192
$115K 0.04%
1,626
-575
193
$112K 0.04%
505
194
$112K 0.04%
1,278
195
$111K 0.04%
+4,462
196
$111K 0.04%
+4,418
197
$110K 0.04%
1,246
198
$110K 0.04%
1,800
199
$108K 0.04%
3,462
200
$107K 0.04%
3,400
-350
6 7
8
9 10