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
301
$49K 0.02%
1,885
302
$49K 0.02%
219
303
$49K 0.02%
600
304
$49K 0.02%
274
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305
$48K 0.02%
1,000
306
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2,000
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307
$47K 0.02%
3,000
-2,000
308
$46K 0.02%
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309
$44K 0.02%
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310
$43K 0.02%
1,000
311
$42K 0.02%
564
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312
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202
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313
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314
$42K 0.02%
515
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315
$41K 0.02%
855
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316
$41K 0.02%
674
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317
$41K 0.02%
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318
$41K 0.02%
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319
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316
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$39K 0.02%
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323
$39K 0.02%
215
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324
$39K 0.02%
300
325
$39K 0.02%
655
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11 12
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14 15