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
$233M
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.79M
3
+$1.49M
4
TWLO icon
Twilio
TWLO
+$1.45M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.2M

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.81M
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$1.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.35M

Sector Composition

1 Technology 29.64%
2 Consumer Discretionary 6.88%
3 Financials 5.42%
4 Communication Services 5.31%
5 Healthcare 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.04%
8,716
-761
227
$87K 0.04%
2,167
+1,425
228
$86K 0.04%
1,945
-1,060
229
$85K 0.04%
552
230
$84K 0.04%
2,186
-396
231
$83K 0.04%
2,828
+88
232
$82K 0.04%
1,400
-500
233
$81K 0.03%
1,439
234
$81K 0.03%
1,364
235
$81K 0.03%
3,600
+1,500
236
$80K 0.03%
6,877
237
$80K 0.03%
1,183
+6
238
$79K 0.03%
1,853
239
$78K 0.03%
1,800
-700
240
$78K 0.03%
528
241
$77K 0.03%
2,385
-295
242
$77K 0.03%
978
243
$77K 0.03%
3,444
244
$77K 0.03%
3,393
245
$77K 0.03%
1,600
246
$76K 0.03%
678
-100
247
$76K 0.03%
958
-63
248
$76K 0.03%
1,412
249
$75K 0.03%
5,328
+3,195
250
$75K 0.03%
4,555
+800
8 9
10
11 12