SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
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
+$10.4M
2
+$9.09M
3
+$8.54M
4
INTC icon
Intel
INTC
+$8.17M
5
CRM icon
Salesforce
CRM
+$6.97M

Top Sells

1
+$3.14M
2
+$2.31M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$1.17M

Sector Composition

1 Technology 29.84%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.04%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85K 0.05%
500
+300
202
$85K 0.05%
+1,000
203
$84K 0.04%
+5,000
204
$84K 0.04%
4,102
-535
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%
680
+180
210
$77K 0.04%
+2,000
211
$77K 0.04%
+700
212
$76K 0.04%
1,106
-553
213
$74K 0.04%
308
+103
214
$74K 0.04%
198
215
$74K 0.04%
+1,126
216
$74K 0.04%
675
217
$74K 0.04%
580
+365
218
$73K 0.04%
933
219
$72K 0.04%
672
220
$72K 0.04%
900
-500
221
$72K 0.04%
2,250
+1,500
222
$71K 0.04%
300
223
$70K 0.04%
895
+22
224
$70K 0.04%
2,565
225
$70K 0.04%
1,075
+400
7 8
9
10 11