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
251
$80K 0.03%
2,000
252
$80K 0.03%
724
+87
253
$80K 0.03%
+4,000
254
$79K 0.03%
933
255
$78K 0.03%
2,025
+1,025
256
$78K 0.03%
954
+304
257
$77K 0.03%
3,393
258
$76K 0.03%
4,102
259
$76K 0.03%
801
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260
$75K 0.03%
2,378
+2,278
261
$74K 0.03%
575
262
$74K 0.03%
+1,600
263
$74K 0.03%
978
-300
264
$73K 0.03%
600
265
$70K 0.02%
5,000
+2,000
266
$69K 0.02%
6,600
+2,300
267
$69K 0.02%
2,000
268
$69K 0.02%
2,580
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269
$69K 0.02%
160
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270
$69K 0.02%
2,135
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271
$68K 0.02%
888
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272
$67K 0.02%
4,959
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273
$67K 0.02%
+2,100
274
$66K 0.02%
1,190
-6
275
$66K 0.02%
950
9 10
11
12 13