SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
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 37.61%
2 Consumer Discretionary 11.69%
3 Communication Services 8.64%
4 Financials 4.73%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47K 0.02%
665
277
$47K 0.02%
1,850
278
$47K 0.02%
868
-300
279
$47K 0.02%
836
280
$46K 0.02%
500
281
$46K 0.02%
2,575
282
$46K 0.02%
3,133
-140
283
$46K 0.02%
+200
284
$46K 0.02%
400
285
$45K 0.02%
940
286
$45K 0.02%
+150
287
$45K 0.02%
1,213
288
$45K 0.02%
710
289
$45K 0.02%
+250
290
$45K 0.02%
240
291
$44K 0.02%
+2,000
292
$44K 0.02%
650
293
$44K 0.02%
1,000
294
$44K 0.02%
4,249
+1,519
295
$44K 0.02%
+2,000
296
$44K 0.02%
+500
297
$43K 0.02%
+376
298
$43K 0.02%
+100
299
$42K 0.02%
2,800
300
$42K 0.02%
669
10 11
12
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