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
326
$36K 0.01%
150
327
$35K 0.01%
+75
328
$35K 0.01%
400
329
$35K 0.01%
334
330
$34K 0.01%
1,500
331
$34K 0.01%
+500
332
$33K 0.01%
275
333
$33K 0.01%
370
334
$33K 0.01%
+800
335
$33K 0.01%
+700
336
$32K 0.01%
425
-100
337
$32K 0.01%
154
+150
338
$32K 0.01%
1,500
339
$32K 0.01%
450
340
$32K 0.01%
2,139
341
$31K 0.01%
568
342
$31K 0.01%
150
-400
343
$31K 0.01%
200
344
$31K 0.01%
600
345
$31K 0.01%
135
346
$31K 0.01%
+500
347
$31K 0.01%
605
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348
$30K 0.01%
300
+100
349
$30K 0.01%
+1,826
350
$30K 0.01%
130
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