SWM
CWB icon

Selective Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Selective Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,800
Closed -$114K – 235
2022
Q3 		$114K Hold
1,800
– – 0.05% 187
2022
Q2 		$116K Hold
1,800
– – 0.04% 198
2022
Q1 		$139K Sell
1,800
-190
-10% -$14.5K 0.05% 175
2021
Q4 		$165K Hold
1,990
– – 0.07% 143
2021
Q3 		$170K Buy
1,990
+900
+83% +$77.6K 0.09% 123
2021
Q2 		$95K Buy
+1,090
New +$92.1K 0.08% 125
2021
Q1 		– Sell
-800
Closed -$66K – 399
2020
Q4 		$66K Hold
800
– – 0.04% 97
2020
Q3 		$55K Hold
800
– – 0.04% 95
2020
Q2 		$48K Buy
+800
New +$43.8K 0.04% 107

Other funds holding CWB

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return