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
276
$59K 0.03%
720
-270
277
$59K 0.03%
652
-149
278
$59K 0.03%
147
-200
279
$59K 0.03%
1,221
-85
280
$58K 0.02%
209
-100
281
$58K 0.02%
1,454
+95
282
$58K 0.02%
2,010
+10
283
$58K 0.02%
3,833
284
$57K 0.02%
639
-85
285
$56K 0.02%
216
+10
286
$56K 0.02%
600
287
$56K 0.02%
309
+9
288
$55K 0.02%
700
289
$53K 0.02%
+1,000
290
$53K 0.02%
4,959
291
$53K 0.02%
419
+134
292
$53K 0.02%
1,800
293
$53K 0.02%
1,921
294
$53K 0.02%
1,744
-634
295
$53K 0.02%
2,025
-110
296
$52K 0.02%
649
297
$51K 0.02%
+2,058
298
$51K 0.02%
100
-823
299
$50K 0.02%
2,019
300
$50K 0.02%
1,800
-1,500
10 11
12
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