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
$276M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.72M
3
+$5.66M
4
VEEV icon
Veeva Systems
VEEV
+$4.92M
5
V icon
Visa
V
+$4.55M

Top Sells

1
+$1.13M
2
+$613K
3
+$539K
4
MSFT icon
Microsoft
MSFT
+$353K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Sector Composition

1 Technology 40.61%
2 Consumer Discretionary 9.2%
3 Communication Services 6.94%
4 Healthcare 5.71%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$107K 0.04%
+7,300
202
$104K 0.04%
1,307
+219
203
$103K 0.04%
637
+2
204
$103K 0.04%
1,150
-750
205
$102K 0.04%
3,369
+2,042
206
$102K 0.04%
393
+328
207
$102K 0.04%
6,877
208
$101K 0.04%
1,500
-300
209
$100K 0.04%
552
-7
210
$100K 0.04%
1,988
211
$100K 0.04%
+5,121
212
$99K 0.04%
2,670
213
$96K 0.03%
2,609
-972
214
$95K 0.03%
800
215
$95K 0.03%
3,434
+2
216
$94K 0.03%
4,102
217
$93K 0.03%
678
-225
218
$93K 0.03%
+1,600
219
$92K 0.03%
6,791
220
$92K 0.03%
4,300
-200
221
$91K 0.03%
872
+538
222
$89K 0.03%
604
+1
223
$88K 0.03%
2,000
224
$88K 0.03%
3,393
225
$87K 0.03%
1,980
+1,050
7 8
9
10 11