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
351
$42K 0.01%
2,500
352
$42K 0.01%
207
353
$42K 0.01%
548
-127
354
$40K 0.01%
665
355
$40K 0.01%
771
356
$39K 0.01%
1,200
357
$39K 0.01%
1,500
358
$39K 0.01%
1,000
359
$39K 0.01%
615
-37
360
$39K 0.01%
+778
361
$39K 0.01%
800
362
$39K 0.01%
1,241
+241
363
$38K 0.01%
192
364
$38K 0.01%
650
365
$38K 0.01%
900
366
$37K 0.01%
1,600
367
$37K 0.01%
1,326
+649
368
$37K 0.01%
350
+200
369
$36K 0.01%
316
+272
370
$36K 0.01%
285
-15
371
$36K 0.01%
2,296
372
$36K 0.01%
269
+1
373
$36K 0.01%
5,000
-100
374
$36K 0.01%
346
+126
375
$35K 0.01%
250
13 14
15
16 17