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
$155M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.45M
3
+$1.13M
4
LOW icon
Lowe's Companies
LOW
+$941K
5
DUK icon
Duke Energy
DUK
+$812K

Top Sells

1
+$656K
2
+$422K
3
+$155K
4
BP icon
BP
BP
+$82.7K
5
OHI icon
Omega Healthcare
OHI
+$59.9K

Sector Composition

1 Communication Services 22.53%
2 Technology 22.29%
3 Financials 20.68%
4 Consumer Discretionary 10.93%
5 Energy 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
194
-52
202
$16K 0.01%
57
203
$16K 0.01%
37
204
$16K 0.01%
965
205
$16K 0.01%
2,997
-3
206
$16K 0.01%
+300
207
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250
+110
208
$15K 0.01%
+234
209
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100
210
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350
211
$14K 0.01%
+100
212
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+131
213
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220
214
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200
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215
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216
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+177
218
$13K 0.01%
653
+12
219
$13K 0.01%
114
-26
220
$13K 0.01%
1,000
221
$13K 0.01%
200
222
$13K 0.01%
+765
223
$12K 0.01%
32
224
$12K 0.01%
379
+129
225
$12K 0.01%
140
7 8
9
10 11