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
376
$35K 0.01%
275
377
$35K 0.01%
75
378
$35K 0.01%
557
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379
$35K 0.01%
350
380
$34K 0.01%
1,885
381
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897
382
$34K 0.01%
400
383
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600
384
$34K 0.01%
550
+200
385
$34K 0.01%
1,404
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386
$33K 0.01%
493
+491
387
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2,000
388
$33K 0.01%
1,756
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389
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390
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391
$33K 0.01%
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392
$32K 0.01%
219
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393
$32K 0.01%
600
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$32K 0.01%
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396
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397
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398
$32K 0.01%
800
399
$31K 0.01%
3,092
+2,452
400
$31K 0.01%
178
+127
14 15
16
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