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
1
$24.7M 19.7%
109,009
+63,809
2
$11M 8.76%
76,012
-7,389
3
$7.66M 6.1%
121,405
-49,661
4
$6.21M 4.95%
44,316
-20,834
5
$4.99M 3.98%
60,720
+40,567
6
$3.63M 2.9%
23,363
-4,531
7
$3.31M 2.63%
24,131
+8,123
8
$2.97M 2.37%
44,466
-15,035
9
$2.71M 2.16%
137,959
-50,720
10
$2.55M 2.03%
26,000
-5,100
11
$2.51M 2%
60,976
-25,276
12
$2.24M 1.79%
11,550
+43
13
$2.08M 1.66%
68,828
-40,911
14
$2.01M 1.6%
33,233
-11,798
15
$1.85M 1.48%
161,610
-38,500
16
$1.75M 1.4%
11,840
+10,900
17
$1.75M 1.39%
4,440
18
$1.69M 1.34%
77,502
-33,563
19
$1.65M 1.31%
23,975
-6,577
20
$1.25M 0.99%
4,607
+2,663
21
$1.16M 0.92%
20,839
-94
22
$1.09M 0.87%
5,220
-1,250
23
$920K 0.73%
9,322
-2,890
24
$914K 0.73%
16,319
+1,226
25
$815K 0.65%
7,900
-2,000
1
2 3 4 5