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
251
$74K 0.03%
6,791
252
$72K 0.03%
600
+200
253
$71K 0.03%
316
+16
254
$71K 0.03%
1,327
-228
255
$69K 0.03%
1,900
-125
256
$69K 0.03%
6,013
-771
257
$68K 0.03%
1,033
+102
258
$66K 0.03%
933
259
$66K 0.03%
386
260
$66K 0.03%
575
261
$66K 0.03%
750
262
$66K 0.03%
172
+12
263
$66K 0.03%
600
264
$66K 0.03%
200
265
$64K 0.03%
795
-159
266
$64K 0.03%
378
267
$63K 0.03%
1,350
268
$63K 0.03%
950
269
$63K 0.03%
3,602
-500
270
$62K 0.03%
763
+3
271
$61K 0.03%
700
272
$60K 0.03%
1,190
273
$60K 0.03%
362
-138
274
$60K 0.03%
50
275
$60K 0.03%
650
9 10
11
12 13