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
$110M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$660K
3
+$353K
4
TFC icon
Truist Financial
TFC
+$350K
5
CVX icon
Chevron
CVX
+$241K

Top Sells

1
+$16.9M
2
+$16.9M
3
+$9.58M
4
META icon
Meta Platforms (Facebook)
META
+$8.02M
5
CTSH icon
Cognizant
CTSH
+$6.17M

Sector Composition

1 Technology 24.43%
2 Financials 19.62%
3 Consumer Discretionary 15.42%
4 Energy 9.3%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.02%
61
202
$18K 0.02%
37
203
$18K 0.02%
965
204
$18K 0.02%
1,500
205
$18K 0.02%
+300
206
$18K 0.02%
55
+50
207
$17K 0.02%
425
-280
208
$17K 0.02%
+625
209
$17K 0.02%
480
+400
210
$16K 0.01%
34
211
$16K 0.01%
450
-113
212
$16K 0.01%
227
-128
213
$16K 0.01%
500
-400
214
$16K 0.01%
+100
215
$15K 0.01%
114
216
$14K 0.01%
175
217
$14K 0.01%
+258
218
$14K 0.01%
177
219
$14K 0.01%
100
220
$14K 0.01%
443
-30
221
$14K 0.01%
+320
222
$14K 0.01%
57
223
$14K 0.01%
414
-236
224
$14K 0.01%
200
225
$14K 0.01%
350
7 8
9
10 11