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
401
$24K 0.01%
600
402
$23K 0.01%
130
403
$23K 0.01%
478
404
$23K 0.01%
176
405
$23K 0.01%
+1,834
406
$23K 0.01%
+600
407
$23K 0.01%
300
408
$23K 0.01%
375
409
$22K 0.01%
+2,395
410
$22K 0.01%
700
411
$22K 0.01%
500
-336
412
$22K 0.01%
300
413
$22K 0.01%
2,800
414
$22K 0.01%
300
415
$22K 0.01%
522
+289
416
$22K 0.01%
700
417
$22K 0.01%
430
418
$22K 0.01%
612
-77
419
$21K 0.01%
886
-130
420
$21K 0.01%
1,000
421
$21K 0.01%
2,044
422
$20K 0.01%
300
423
$20K 0.01%
1,000
424
$20K 0.01%
234
425
$20K 0.01%
220
15 16
17
18 19