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
326
$48K 0.02%
1,550
+50
327
$48K 0.02%
1,032
-248
328
$47K 0.02%
1,000
329
$47K 0.02%
2,100
+2,000
330
$46K 0.02%
1,000
331
$46K 0.02%
219
332
$46K 0.02%
1,065
333
$46K 0.02%
507
+440
334
$46K 0.02%
4,513
335
$46K 0.02%
751
-1
336
$46K 0.02%
1,000
+300
337
$45K 0.02%
900
338
$45K 0.02%
188
+17
339
$45K 0.02%
500
340
$45K 0.02%
744
+319
341
$44K 0.02%
166
+114
342
$44K 0.02%
400
343
$44K 0.02%
+1,000
344
$44K 0.02%
523
345
$43K 0.02%
836
346
$43K 0.02%
928
347
$43K 0.02%
868
348
$43K 0.02%
400
349
$42K 0.01%
3,400
350
$42K 0.01%
300
-100
12 13
14
15 16