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
$125M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.33M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.11M
5
MSFT icon
Microsoft
MSFT
+$721K

Top Sells

1
+$4.73M
2
+$3.13M
3
+$2.92M
4
HPQ icon
HP
HPQ
+$1.24M
5
SPLK
Splunk Inc
SPLK
+$1.07M

Sector Composition

1 Consumer Discretionary 26.63%
2 Technology 20.91%
3 Financials 11.28%
4 Energy 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.04%
+500
202
$45K 0.04%
665
203
$43K 0.03%
+600
204
$43K 0.03%
108
+91
205
$41K 0.03%
1,525
+900
206
$41K 0.03%
+1,200
207
$41K 0.03%
2,096
-537
208
$40K 0.03%
1,000
209
$39K 0.03%
+500
210
$39K 0.03%
+600
211
$38K 0.03%
190
+40
212
$38K 0.03%
200
213
$38K 0.03%
+100
214
$37K 0.03%
+250
215
$37K 0.03%
104
+100
216
$36K 0.03%
450
217
$36K 0.03%
+600
218
$36K 0.03%
323
+117
219
$36K 0.03%
400
+200
220
$36K 0.03%
+650
221
$36K 0.03%
215
+210
222
$35K 0.03%
525
+50
223
$35K 0.03%
+700
224
$35K 0.03%
333
225
$35K 0.03%
+1,500
7 8
9
10 11