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
1
$24.6M 13.05%
166,297
+57,288
2
$12.3M 6.5%
84,764
+8,752
3
$9.2M 4.87%
112,226
+51,506
4
$8.83M 4.68%
26,016
+25,247
5
$8.3M 4.4%
155,883
+150,763
6
$7.8M 4.13%
30,297
+29,647
7
$7.5M 3.97%
27,652
+27,435
8
$6.32M 3.35%
10,151
+10,097
9
$5.88M 3.12%
44,140
+43,700
10
$4.9M 2.6%
34,618
+10,487
11
$4.84M 2.56%
16,794
+16,781
12
$4.59M 2.43%
+180,098
13
$3.9M 2.07%
66,305
-55,100
14
$3.59M 1.9%
27,033
-17,283
15
$2.81M 1.49%
+105,167
16
$2.74M 1.45%
6,940
+2,500
17
$2.53M 1.34%
15,483
-7,880
18
$1.93M 1.02%
100,468
-37,491
19
$1.89M 1%
+76,345
20
$1.86M 0.99%
6,617
+2,010
21
$1.8M 0.95%
30,366
-14,100
22
$1.57M 0.83%
36,918
-24,058
23
$1.46M 0.77%
23,573
-9,660
24
$1.28M 0.68%
14,200
-11,800
25
$1.26M 0.67%
61,673
-15,829
1
2 3 4 5