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
+$11.7M
2
+$11M
3
+$10.3M
4
ZEN
ZENDESK INC
ZEN
+$9.42M
5
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$3M

Top Sells

1
+$588K
2
+$337K
3
+$234K
4
MRK icon
Merck
MRK
+$159K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$144K

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
426
$17K 0.01%
100
427
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428
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-1,100
431
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+383
435
$16K 0.01%
+900
436
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226
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200
438
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177
439
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114
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$16K 0.01%
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$15K 0.01%
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442
$15K 0.01%
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443
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444
$15K 0.01%
300
445
$14K 0.01%
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446
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447
$14K 0.01%
443
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$14K 0.01%
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449
$14K 0.01%
22
450
$14K 0.01%
+749
16 17
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