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
376
$28K 0.01%
344
+300
377
$28K 0.01%
457
378
$28K 0.01%
1,300
379
$27K 0.01%
282
380
$27K 0.01%
209
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381
$27K 0.01%
500
-400
382
$27K 0.01%
300
383
$27K 0.01%
2,576
384
$27K 0.01%
200
385
$27K 0.01%
125
386
$27K 0.01%
3,326
-180
387
$26K 0.01%
587
388
$26K 0.01%
+1,468
389
$26K 0.01%
700
390
$26K 0.01%
800
391
$26K 0.01%
500
392
$26K 0.01%
+1,412
393
$26K 0.01%
230
-120
394
$25K 0.01%
400
395
$25K 0.01%
287
396
$25K 0.01%
1,016
-76
397
$24K 0.01%
255
-91
398
$24K 0.01%
106
+6
399
$24K 0.01%
553
-553
400
$24K 0.01%
285
-300
14 15
16
17 18