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
401
$21K 0.01%
+300
402
$21K 0.01%
241
+116
403
$21K 0.01%
+526
404
$21K 0.01%
500
405
$21K 0.01%
+257
406
$20K 0.01%
+300
407
$20K 0.01%
234
408
$20K 0.01%
194
409
$20K 0.01%
232
410
$20K 0.01%
150
411
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+600
412
$20K 0.01%
149
+66
413
$20K 0.01%
90
-100
414
$19K 0.01%
65
415
$19K 0.01%
300
416
$19K 0.01%
625
417
$19K 0.01%
800
418
$19K 0.01%
37
419
$19K 0.01%
300
420
$18K 0.01%
530
421
$18K 0.01%
450
422
$18K 0.01%
800
423
$18K 0.01%
+255
424
$18K 0.01%
+420
425
$18K 0.01%
+300
15 16
17
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