SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
This Quarter Return
-17.62%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$57M
AUM Growth
+$57M
(-31%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-19.09%
Top 10 Holdings %
Top 10 Hldgs %
83.24%
Holding
357
New
21
Increased
42
Reduced
20
Closed
20
Top Buys
| 1 |
SPLK
Splunk Inc
SPLK
|
$3.43M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.01M |
| 3 |
Meta Platforms (Facebook)
META
|
$711K |
| 4 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$91K |
| 5 |
BlackRock Corporate High Yield Fund
HYT
|
$89K |
Top Sells
| 1 |
DocuSign
DOCU
|
$6.7M |
| 2 |
Zillow
Z
|
$5.88M |
| 3 |
Alibaba
BABA
|
$2.29M |
| 4 |
Bank OZK
OZK
|
$984K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$155K |
Sector Composition
| 1 | Communication Services | 34.74% |
| 2 | Technology | 20.99% |
| 3 | Consumer Discretionary | 15.85% |
| 4 | Financials | 13.27% |
| 5 | Industrials | 1.62% |
