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
351
$33K 0.01%
900
352
$33K 0.01%
404
-103
353
$32K 0.01%
228
+9
354
$32K 0.01%
1,885
355
$32K 0.01%
275
356
$32K 0.01%
2,000
357
$32K 0.01%
400
358
$32K 0.01%
2,692
+38
359
$32K 0.01%
549
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360
$31K 0.01%
550
-65
361
$31K 0.01%
495
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362
$31K 0.01%
800
363
$31K 0.01%
277
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364
$31K 0.01%
557
365
$30K 0.01%
100
366
$30K 0.01%
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-136
367
$30K 0.01%
2,296
368
$30K 0.01%
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369
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370
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371
$30K 0.01%
410
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372
$29K 0.01%
+2,143
373
$29K 0.01%
352
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374
$29K 0.01%
178
375
$29K 0.01%
100
13 14
15
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