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
301
$57K 0.02%
206
-150
302
$57K 0.02%
430
+37
303
$57K 0.02%
+532
304
$56K 0.02%
200
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305
$55K 0.02%
300
306
$55K 0.02%
+800
307
$55K 0.02%
568
308
$55K 0.02%
700
309
$55K 0.02%
1,800
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310
$54K 0.02%
579
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311
$53K 0.02%
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312
$53K 0.02%
2,019
313
$53K 0.02%
825
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314
$53K 0.02%
280
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$52K 0.02%
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316
$52K 0.02%
1,106
317
$52K 0.02%
590
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318
$51K 0.02%
304
319
$51K 0.02%
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321
$50K 0.02%
600
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322
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323
$49K 0.02%
600
324
$49K 0.02%
200
325
$48K 0.02%
+4,065
11 12
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