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
$227M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$379K
3
+$358K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$325K
5
TSLA icon
Tesla
TSLA
+$277K

Top Sells

1
+$4.37M
2
+$766K
3
+$734K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$614K
5
BABA icon
Alibaba
BABA
+$409K

Sector Composition

1 Technology 16%
2 Communication Services 5.38%
3 Financials 3.31%
4 Consumer Discretionary 3.03%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.2M 30.05%
133,550
-1,437
2
$18.4M 8.11%
183,383
+17,244
3
$10.5M 4.64%
340,138
-12,662
4
$10.5M 4.62%
19,774
-1,446
5
$9.8M 4.32%
174,559
-2,842
6
$6.95M 3.06%
12,433
-52
7
$6.9M 3.04%
27,324
-1,368
8
$5.03M 2.22%
22,004
-745
9
$4.54M 2%
24,935
-1,592
10
$4.37M 1.92%
5,872
-424
11
$4.22M 1.86%
55,778
-5,403
12
$4.17M 1.84%
44,071
-3,480
13
$3.86M 1.7%
68,458
-4,184
14
$3.84M 1.69%
58,762
+5,482
15
$3.16M 1.39%
60,879
-2,001
16
$2.71M 1.2%
78,466
-5,796
17
$2.66M 1.17%
9,760
-58
18
$2.61M 1.15%
9,832
-583
19
$2.31M 1.02%
30,042
-463
20
$2.09M 0.92%
3,765
-78
21
$1.82M 0.8%
3,969
-102
22
$1.76M 0.77%
3,532
-33
23
$1.73M 0.76%
4,577
+5
24
$1.66M 0.73%
14,980
-410
25
$1.6M 0.71%
75,084
+225
1
2 3 4 5