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
376
$26K 0.01%
1,000
377
$26K 0.01%
710
378
$25K 0.01%
+1,000
379
$25K 0.01%
+200
380
$25K 0.01%
3,461
+1,058
381
$25K 0.01%
+383
382
$25K 0.01%
+2,997
383
$24K 0.01%
200
384
$24K 0.01%
+802
385
$24K 0.01%
167
+1
386
$24K 0.01%
+500
387
$24K 0.01%
100
388
$24K 0.01%
300
389
$24K 0.01%
+1,500
390
$24K 0.01%
104
391
$23K 0.01%
61
392
$23K 0.01%
145
393
$23K 0.01%
334
394
$22K 0.01%
+209
395
$22K 0.01%
1,000
396
$22K 0.01%
500
397
$22K 0.01%
350
398
$22K 0.01%
100
399
$22K 0.01%
+840
400
$21K 0.01%
151
14 15
16
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