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
$281M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$7.48M
3
+$6.66M
4
OKTA icon
Okta
OKTA
+$6.58M
5
PYPL icon
PayPal
PYPL
+$2.96M

Top Sells

1
+$12.8M
2
+$912K
3
+$747K
4
CAPR icon
Capricor Therapeutics
CAPR
+$732K
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$720K

Sector Composition

1 Technology 30.11%
2 Consumer Discretionary 9.04%
3 Communication Services 5.89%
4 Financials 5.68%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94K 0.03%
1,555
-71
227
$93K 0.03%
552
228
$92K 0.03%
640
+3
229
$91K 0.03%
914
-899
230
$91K 0.03%
5,500
+3,000
231
$91K 0.03%
693
-14
232
$91K 0.03%
+6,784
233
$90K 0.03%
6,877
234
$90K 0.03%
+1,439
235
$89K 0.03%
3,369
236
$89K 0.03%
1,364
+422
237
$89K 0.03%
778
+100
238
$88K 0.03%
4,600
+300
239
$88K 0.03%
1,600
240
$87K 0.03%
1,021
+553
241
$87K 0.03%
500
+350
242
$87K 0.03%
3,444
+10
243
$87K 0.03%
1,177
+1,077
244
$86K 0.03%
4,940
245
$85K 0.03%
2,680
+700
246
$85K 0.03%
528
+106
247
$85K 0.03%
1,150
248
$84K 0.03%
+400
249
$83K 0.03%
6,791
250
$82K 0.03%
+1,412
8 9
10
11 12