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
$245M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$9.17M
3
+$9.14M
4
DOCU icon
DocuSign
DOCU
+$7.79M
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$3.03M

Top Sells

1
+$627K
2
+$330K
3
+$252K
4
MRK icon
Merck
MRK
+$153K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$145K

Sector Composition

1 Technology 37.62%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Healthcare 4.73%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$59K 0.02%
446
+170
252
$59K 0.02%
1,000
253
$58K 0.02%
1,600
254
$58K 0.02%
750
-145
255
$58K 0.02%
1,215
256
$57K 0.02%
1,885
257
$57K 0.02%
350
+200
258
$56K 0.02%
585
259
$56K 0.02%
+600
260
$56K 0.02%
523
261
$55K 0.02%
930
262
$54K 0.02%
348
+200
263
$54K 0.02%
2,166
264
$54K 0.02%
500
265
$54K 0.02%
1,000
266
$53K 0.02%
580
267
$53K 0.02%
200
268
$52K 0.02%
740
269
$52K 0.02%
1,200
270
$51K 0.02%
1,065
271
$50K 0.02%
550
272
$49K 0.02%
500
273
$49K 0.02%
568
274
$49K 0.02%
595
275
$48K 0.02%
1,000
9 10
11
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