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
276
$66K 0.02%
+750
277
$65K 0.02%
1,350
278
$65K 0.02%
378
-15
279
$65K 0.02%
1,306
+864
280
$65K 0.02%
650
281
$65K 0.02%
931
+431
282
$63K 0.02%
300
283
$63K 0.02%
386
284
$62K 0.02%
+2,100
285
$62K 0.02%
1,885
286
$62K 0.02%
+2,400
287
$62K 0.02%
760
+4
288
$61K 0.02%
1,200
-600
289
$61K 0.02%
649
290
$61K 0.02%
50
291
$60K 0.02%
3,755
+1,555
292
$59K 0.02%
+1,921
293
$59K 0.02%
2,000
294
$59K 0.02%
700
295
$58K 0.02%
1,359
+115
296
$58K 0.02%
1,081
+747
297
$58K 0.02%
585
298
$58K 0.02%
3,833
+700
299
$58K 0.02%
880
+300
300
$58K 0.02%
900
10 11
12
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