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
351
$30K 0.01%
400
352
$30K 0.01%
500
353
$30K 0.01%
700
354
$29K 0.01%
300
355
$29K 0.01%
938
+8
356
$29K 0.01%
430
357
$29K 0.01%
95
358
$29K 0.01%
+1,500
359
$29K 0.01%
+200
360
$28K 0.01%
300
361
$28K 0.01%
704
362
$28K 0.01%
274
363
$28K 0.01%
+300
364
$28K 0.01%
+300
365
$28K 0.01%
+899
366
$28K 0.01%
2,600
367
$27K 0.01%
200
368
$27K 0.01%
1,327
369
$27K 0.01%
+150
370
$27K 0.01%
+150
371
$27K 0.01%
+400
372
$27K 0.01%
+300
373
$27K 0.01%
301
-44
374
$26K 0.01%
480
+160
375
$26K 0.01%
250
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