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
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.48M
3
+$8.03M
4
DOCU icon
DocuSign
DOCU
+$7.63M
5
CRM icon
Salesforce
CRM
+$7.44M

Top Sells

1
+$3.24M
2
+$2.3M
3
+$1.55M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
LOW icon
Lowe's Companies
LOW
+$1.19M

Sector Composition

1 Technology 29.85%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.03%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85K 0.05%
+1,000
202
$85K 0.05%
500
+300
203
$84K 0.04%
4,102
-535
204
$84K 0.04%
+5,000
205
$83K 0.04%
+1,350
206
$82K 0.04%
299
+125
207
$81K 0.04%
602
+1
208
$79K 0.04%
302
+195
209
$77K 0.04%
+700
210
$77K 0.04%
680
+180
211
$77K 0.04%
+2,000
212
$76K 0.04%
1,106
-553
213
$74K 0.04%
580
+365
214
$74K 0.04%
675
215
$74K 0.04%
+1,126
216
$74K 0.04%
198
217
$74K 0.04%
308
+103
218
$73K 0.04%
933
219
$72K 0.04%
2,250
+1,500
220
$72K 0.04%
900
-500
221
$72K 0.04%
672
222
$71K 0.04%
300
223
$70K 0.04%
895
+22
224
$70K 0.04%
1,075
+400
225
$70K 0.04%
2,565
7 8
9
10 11